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
$203M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$28.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.7M
5
AAPL icon
Apple
AAPL
+$5.02M

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
1376
$0 ﹤0.01%
+16
1377
$0 ﹤0.01%
+45
1378
$0 ﹤0.01%
+13
1379
0
1380
$0 ﹤0.01%
+14
1381
$0 ﹤0.01%
+28
1382
$0 ﹤0.01%
+377
1383
$0 ﹤0.01%
+54
1384
$0 ﹤0.01%
+9
1385
$0 ﹤0.01%
+26
1386
$0 ﹤0.01%
+4
1387
$0 ﹤0.01%
+17
1388
$0 ﹤0.01%
+8
1389
$0 ﹤0.01%
+25
1390
$0 ﹤0.01%
+33
1391
$0 ﹤0.01%
+42
1392
$0 ﹤0.01%
+12
1393
$0 ﹤0.01%
+37
1394
$0 ﹤0.01%
+8
1395
$0 ﹤0.01%
+4
1396
$0 ﹤0.01%
+15
1397
$0 ﹤0.01%
+14
1398
$0 ﹤0.01%
+2
1399
$0 ﹤0.01%
+131
1400
$0 ﹤0.01%
+34