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
1176
$2K ﹤0.01%
+216
1177
$2K ﹤0.01%
+75
1178
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+18
1179
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1180
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1181
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+46
1182
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+120
1183
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+149
1184
$2K ﹤0.01%
+166
1185
$2K ﹤0.01%
+34
1186
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+42
1187
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+63
1188
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+39
1189
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+72
1190
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+39
1191
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+52
1192
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+89
1193
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+26
1194
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+54
1195
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+212
1196
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+145
1197
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+9
1198
$2K ﹤0.01%
+136
1199
$2K ﹤0.01%
+83
1200
$2K ﹤0.01%
+5
46 47
48
49 50