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
1226
$1K ﹤0.01%
+72
1227
$1K ﹤0.01%
+71
1228
$1K ﹤0.01%
+26
1229
$1K ﹤0.01%
+80
1230
$1K ﹤0.01%
+140
1231
$1K ﹤0.01%
+40
1232
$1K ﹤0.01%
+25
1233
$1K ﹤0.01%
+58
1234
$1K ﹤0.01%
+41
1235
$1K ﹤0.01%
+9
1236
$1K ﹤0.01%
+48
1237
$1K ﹤0.01%
+55
1238
$1K ﹤0.01%
+75
1239
$1K ﹤0.01%
+90
1240
$1K ﹤0.01%
+55
1241
$1K ﹤0.01%
+40
1242
$1K ﹤0.01%
+19
1243
$1K ﹤0.01%
+6
1244
$1K ﹤0.01%
+164
1245
$1K ﹤0.01%
+4
1246
$1K ﹤0.01%
+6
1247
$1K ﹤0.01%
+47
1248
$1K ﹤0.01%
+24
1249
$1K ﹤0.01%
+44
1250
$1K ﹤0.01%
+106
48 49
50
51 52