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
1376
$2K ﹤0.01%
76
1377
$2K ﹤0.01%
456
+167
1378
$2K ﹤0.01%
42
1379
$2K ﹤0.01%
124
+70
1380
$2K ﹤0.01%
157
-250
1381
$2K ﹤0.01%
56
+4
1382
$2K ﹤0.01%
+61
1383
$2K ﹤0.01%
+7
1384
$2K ﹤0.01%
36
+18
1385
$2K ﹤0.01%
+33
1386
$2K ﹤0.01%
+37
1387
$2K ﹤0.01%
40
1388
$2K ﹤0.01%
+112
1389
$2K ﹤0.01%
527
-1,603
1390
$2K ﹤0.01%
166
-153
1391
$2K ﹤0.01%
+25
1392
$2K ﹤0.01%
4
1393
$2K ﹤0.01%
101
-312
1394
$2K ﹤0.01%
138
-281
1395
$2K ﹤0.01%
95
1396
$2K ﹤0.01%
+62
1397
$2K ﹤0.01%
1,000
1398
$2K ﹤0.01%
+83
1399
$2K ﹤0.01%
27
-13
1400
$2K ﹤0.01%
+132
54 55
56
57 58