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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
$657M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,273
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$15.3M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.69M

Top Sells

1
+$1.92M
2
+$470K
3
+$456K
4
OVV icon
Ovintiv
OVV
+$272K
5
RMD icon
ResMed
RMD
+$169K

Sector Composition

1 Financials 14%
2 Technology 12.89%
3 Consumer Discretionary 4.89%
4 Healthcare 4.71%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$8K ﹤0.01%
67
+8
1352
$8K ﹤0.01%
65
1353
$8K ﹤0.01%
499
-15
1354
$8K ﹤0.01%
170
+57
1355
$8K ﹤0.01%
186
-41
1356
$8K ﹤0.01%
74
-7
1357
$8K ﹤0.01%
581
-4
1358
$8K ﹤0.01%
80
-4
1359
$8K ﹤0.01%
344
1360
$8K ﹤0.01%
200
1361
$8K ﹤0.01%
56
1362
$8K ﹤0.01%
314
-5
1363
$8K ﹤0.01%
19
+5
1364
$8K ﹤0.01%
41
-5
1365
$8K ﹤0.01%
301
-43
1366
$8K ﹤0.01%
+125
1367
$8K ﹤0.01%
+400
1368
$8K ﹤0.01%
1,200
1369
$8K ﹤0.01%
152
1370
$8K ﹤0.01%
76
1371
$8K ﹤0.01%
31
1372
$8K ﹤0.01%
310
1373
$8K ﹤0.01%
2,793
1374
$8K ﹤0.01%
+526
1375
$8K ﹤0.01%
92
53 54
55
56 57