LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
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
1001
$5K ﹤0.01%
+70
1002
$5K ﹤0.01%
+194
1003
$5K ﹤0.01%
+56
1004
$5K ﹤0.01%
+66
1005
$5K ﹤0.01%
+300
1006
$5K ﹤0.01%
+420
1007
$5K ﹤0.01%
+44
1008
$5K ﹤0.01%
+136
1009
$5K ﹤0.01%
+170
1010
$5K ﹤0.01%
+102
1011
$5K ﹤0.01%
+441
1012
$5K ﹤0.01%
+159
1013
$5K ﹤0.01%
+154
1014
$5K ﹤0.01%
+749
1015
$5K ﹤0.01%
+51
1016
$5K ﹤0.01%
+483
1017
$5K ﹤0.01%
+265
1018
$5K ﹤0.01%
+207
1019
$5K ﹤0.01%
+188
1020
$5K ﹤0.01%
+265
1021
$5K ﹤0.01%
+90
1022
$5K ﹤0.01%
+100
1023
$5K ﹤0.01%
+159
1024
$5K ﹤0.01%
+2,589
1025
$5K ﹤0.01%
+394