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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
$657M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,273
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$15.3M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.69M

Top Sells

1
+$1.92M
2
+$470K
3
+$456K
4
OVV icon
Ovintiv
OVV
+$272K
5
RMD icon
ResMed
RMD
+$169K

Sector Composition

1 Financials 14%
2 Technology 12.89%
3 Consumer Discretionary 4.89%
4 Healthcare 4.71%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$25K ﹤0.01%
560
952
$25K ﹤0.01%
1,832
+1,485
953
$25K ﹤0.01%
441
-1
954
$24K ﹤0.01%
365
+11
955
$24K ﹤0.01%
+617
956
$24K ﹤0.01%
2,781
-216
957
$24K ﹤0.01%
2,151
+15
958
$24K ﹤0.01%
203
-49
959
$24K ﹤0.01%
1,167
+761
960
$24K ﹤0.01%
677
+82
961
$24K ﹤0.01%
182
962
$24K ﹤0.01%
143
+21
963
$24K ﹤0.01%
597
964
$24K ﹤0.01%
79
965
$24K ﹤0.01%
+1,000
966
$24K ﹤0.01%
485
-41
967
$24K ﹤0.01%
+460
968
$23K ﹤0.01%
640
969
$23K ﹤0.01%
194
+104
970
$23K ﹤0.01%
+69
971
$23K ﹤0.01%
1,000
-93
972
$23K ﹤0.01%
864
+197
973
$23K ﹤0.01%
851
-258
974
$23K ﹤0.01%
79
+9
975
$23K ﹤0.01%
3,302
+2,726
37 38
39
40 41