LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
+$53.6M
2
+$30.3M
3
+$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.3M
5
AAPL icon
Apple
AAPL
+$6.17M

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
1276
$1K ﹤0.01%
+24
1277
$1K ﹤0.01%
+106
1278
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+8
1279
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+57
1280
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+15
1281
$1K ﹤0.01%
+6
1282
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+10
1283
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+23
1284
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+20
1285
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+21
1286
$1K ﹤0.01%
+85
1287
$1K ﹤0.01%
+36
1288
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+40
1289
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+17
1290
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+64
1291
$1K ﹤0.01%
+111
1292
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+28
1293
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+54
1294
$1K ﹤0.01%
+110
1295
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+6
1296
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+32
1297
$1K ﹤0.01%
+110
1298
$1K ﹤0.01%
+27
1299
$1K ﹤0.01%
+46
1300
$1K ﹤0.01%
+93
50 51
52
53 54