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%
+68
1277
$1K ﹤0.01%
+30
1278
$1K ﹤0.01%
+24
1279
$1K ﹤0.01%
+100
1280
$1K ﹤0.01%
+76
1281
$1K ﹤0.01%
+63
1282
$1K ﹤0.01%
+102
1283
$1K ﹤0.01%
+169
1284
$1K ﹤0.01%
+67
1285
$1K ﹤0.01%
+19
1286
$1K ﹤0.01%
+164
1287
$1K ﹤0.01%
+4
1288
$1K ﹤0.01%
+6
1289
$1K ﹤0.01%
+47
1290
$1K ﹤0.01%
+43
1291
$1K ﹤0.01%
+295
1292
$1K ﹤0.01%
+63
1293
$1K ﹤0.01%
+1,000
1294
$1K ﹤0.01%
+24
1295
$1K ﹤0.01%
+24
1296
$1K ﹤0.01%
+106
1297
$1K ﹤0.01%
+30
1298
$1K ﹤0.01%
+8
1299
$1K ﹤0.01%
+57
1300
$1K ﹤0.01%
+15
50 51
52
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