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
$337M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$3.92M
3
+$2.26M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
AAPL icon
Apple
AAPL
+$1.32M

Top Sells

1
+$3.56M
2
+$3.26M
3
+$2.32M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274K

Sector Composition

1 Financials 13.04%
2 Technology 10.18%
3 Healthcare 3.61%
4 Communication Services 3.22%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$4K ﹤0.01%
+187
1177
$4K ﹤0.01%
+171
1178
$4K ﹤0.01%
+75
1179
$4K ﹤0.01%
199
+60
1180
$4K ﹤0.01%
427
1181
$4K ﹤0.01%
200
-1,300
1182
$4K ﹤0.01%
+705
1183
$4K ﹤0.01%
2,403
+467
1184
$4K ﹤0.01%
+100
1185
$4K ﹤0.01%
85
+9
1186
$4K ﹤0.01%
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1187
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+497
1188
$4K ﹤0.01%
152
1189
$4K ﹤0.01%
76
+39
1190
$4K ﹤0.01%
+40
1191
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52
1192
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+16
1193
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+882
1194
$4K ﹤0.01%
593
1195
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104
1196
$4K ﹤0.01%
162
-88
1197
$4K ﹤0.01%
41
-25
1198
$4K ﹤0.01%
96
1199
$4K ﹤0.01%
102
-115
1200
$4K ﹤0.01%
554
+274
46 47
48
49 50