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

Top Buys

1 +$53.6M
2 +$30.3M
3 +$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.3M
5
AAPL icon
Apple
AAPL
+$6.17M

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
1401
$0 ﹤0.01%
+37
1402
$0 ﹤0.01%
+20
1403
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+22
1404
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1405
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1406
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1407
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1408
0
1409
$0 ﹤0.01%
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1410
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+28
1411
$0 ﹤0.01%
+377
1412
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+54
1413
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1414
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1415
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1416
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1417
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1418
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1419
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1420
$0 ﹤0.01%
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1421
$0 ﹤0.01%
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1422
$0 ﹤0.01%
+28
1423
0
1424
$0 ﹤0.01%
+4
1425
$0 ﹤0.01%
+9