LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$28.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.7M
5
AAPL icon
Apple
AAPL
+$5.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.91%
2 Financials 6.52%
3 Healthcare 5.38%
4 Consumer Discretionary 3.28%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$6K ﹤0.01%
+112
952
$6K ﹤0.01%
+400
953
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+151
954
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955
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956
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957
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958
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959
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960
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961
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962
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964
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965
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966
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967
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968
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970
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+284
971
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+3,000
972
$6K ﹤0.01%
+82
973
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+86
974
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+139
975
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+149