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
1251
$3K ﹤0.01%
+24
1252
$3K ﹤0.01%
+32
1253
$3K ﹤0.01%
96
+40
1254
$3K ﹤0.01%
173
+109
1255
$3K ﹤0.01%
31
-16
1256
$3K ﹤0.01%
52
-83
1257
$3K ﹤0.01%
68
1258
$3K ﹤0.01%
51
1259
$3K ﹤0.01%
110
-316
1260
$3K ﹤0.01%
72
-72
1261
$3K ﹤0.01%
108
1262
$3K ﹤0.01%
38
1263
$3K ﹤0.01%
+20
1264
$3K ﹤0.01%
74
-37
1265
$3K ﹤0.01%
+373
1266
$3K ﹤0.01%
+123
1267
$3K ﹤0.01%
+271
1268
$3K ﹤0.01%
33
1269
$3K ﹤0.01%
142
+59
1270
$3K ﹤0.01%
+205
1271
$3K ﹤0.01%
85
+66
1272
$3K ﹤0.01%
107
-162
1273
$3K ﹤0.01%
59
-9
1274
$3K ﹤0.01%
+115
1275
$3K ﹤0.01%
137
+13
49 50
51
52 53