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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
1326
$1K ﹤0.01%
+47
1327
$1K ﹤0.01%
+43
1328
$1K ﹤0.01%
+295
1329
$1K ﹤0.01%
+63
1330
$1K ﹤0.01%
+1,000
1331
$1K ﹤0.01%
+24
1332
$1K ﹤0.01%
+24
1333
$1K ﹤0.01%
+21
1334
$1K ﹤0.01%
+85
1335
$1K ﹤0.01%
+36
1336
$1K ﹤0.01%
+40
1337
$1K ﹤0.01%
+17
1338
$1K ﹤0.01%
+64
1339
$0 ﹤0.01%
+20
1340
$0 ﹤0.01%
+3
1341
$0 ﹤0.01%
+35
1342
$0 ﹤0.01%
+12
1343
$0 ﹤0.01%
+14
1344
$0 ﹤0.01%
+7
1345
$0 ﹤0.01%
+23
1346
$0 ﹤0.01%
+87
1347
$0 ﹤0.01%
+37
1348
– –
0
1349
$0 ﹤0.01%
+3
1350
$0 ﹤0.01%
+9
52 53
54
55 56