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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
1376
$8K ﹤0.01%
162
1377
$8K ﹤0.01%
107
+62
1378
$8K ﹤0.01%
275
1379
$8K ﹤0.01%
253
+152
1380
$8K ﹤0.01%
226
+47
1381
$8K ﹤0.01%
600
+100
1382
$8K ﹤0.01%
281
1383
$8K ﹤0.01%
166
-75
1384
$8K ﹤0.01%
399
1385
$8K ﹤0.01%
83
-3
1386
$8K ﹤0.01%
248
1387
$7K ﹤0.01%
150
+100
1388
$7K ﹤0.01%
51
+37
1389
$7K ﹤0.01%
60
1390
$7K ﹤0.01%
107
1391
$7K ﹤0.01%
419
1392
$7K ﹤0.01%
139
-45
1393
$7K ﹤0.01%
+1,771
1394
$7K ﹤0.01%
1,129
-3,140
1395
$7K ﹤0.01%
51
+5
1396
$7K ﹤0.01%
390
-61
1397
$7K ﹤0.01%
+70
1398
$7K ﹤0.01%
+202
1399
$7K ﹤0.01%
96
+38
1400
$7K ﹤0.01%
82
+45
54 55
56
57 58