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
1351
$2K ﹤0.01%
87
+26
1352
$2K ﹤0.01%
+45
1353
$2K ﹤0.01%
43
1354
$2K ﹤0.01%
+48
1355
$2K ﹤0.01%
+19
1356
$2K ﹤0.01%
40
-40
1357
$2K ﹤0.01%
156
1358
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+69
1359
$2K ﹤0.01%
+245
1360
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1361
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17
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1363
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37
-21
1364
$2K ﹤0.01%
+26
1365
$2K ﹤0.01%
+134
1366
$2K ﹤0.01%
18
1367
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426
1368
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65
-274
1369
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42
+8
1370
$2K ﹤0.01%
75
+51
1371
$2K ﹤0.01%
33
-4
1372
$2K ﹤0.01%
+84
1373
$2K ﹤0.01%
86
+1
1374
$2K ﹤0.01%
79
1375
$2K ﹤0.01%
15
53 54
55
56 57