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
1276
$3K ﹤0.01%
256
+70
1277
$3K ﹤0.01%
271
-303
1278
$3K ﹤0.01%
1,000
1279
$3K ﹤0.01%
+76
1280
$3K ﹤0.01%
97
1281
$3K ﹤0.01%
59
1282
$3K ﹤0.01%
193
+90
1283
$3K ﹤0.01%
+538
1284
$3K ﹤0.01%
+56
1285
$3K ﹤0.01%
17
+6
1286
$3K ﹤0.01%
107
-66
1287
$3K ﹤0.01%
21
1288
$3K ﹤0.01%
41
-45
1289
$3K ﹤0.01%
1,478
-4,207
1290
$3K ﹤0.01%
66
-47
1291
$3K ﹤0.01%
12
+9
1292
$3K ﹤0.01%
+235
1293
$3K ﹤0.01%
509
1294
$3K ﹤0.01%
+250
1295
$3K ﹤0.01%
67
1296
$3K ﹤0.01%
231
-35
1297
$3K ﹤0.01%
53
-99
1298
$3K ﹤0.01%
92
+44
1299
$3K ﹤0.01%
179
+141
1300
$3K ﹤0.01%
47
+18
50 51
52
53 54