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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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$30.3M
3
+$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.3M
5
AAPL icon
Apple
AAPL
+$6.17M

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
976
$6K ﹤0.01%
+400
977
$6K ﹤0.01%
+151
978
$6K ﹤0.01%
+143
979
$6K ﹤0.01%
+443
980
$6K ﹤0.01%
+383
981
$6K ﹤0.01%
+124
982
$6K ﹤0.01%
+304
983
$6K ﹤0.01%
+271
984
$6K ﹤0.01%
+345
985
$6K ﹤0.01%
+148
986
$6K ﹤0.01%
+77
987
$6K ﹤0.01%
+1,000
988
$6K ﹤0.01%
+145
989
$6K ﹤0.01%
+163
990
$6K ﹤0.01%
+9
991
$6K ﹤0.01%
+132
992
$5K ﹤0.01%
+66
993
$5K ﹤0.01%
+90
994
$5K ﹤0.01%
+100
995
$5K ﹤0.01%
+152
996
$5K ﹤0.01%
+96
997
$5K ﹤0.01%
+77
998
$5K ﹤0.01%
+617
999
$5K ﹤0.01%
+74
1000
$5K ﹤0.01%
+276
38 39
40
41 42