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
1401
$2K ﹤0.01%
107
1402
$2K ﹤0.01%
+12
1403
$2K ﹤0.01%
+15
1404
$2K ﹤0.01%
37
-12
1405
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63
1406
$2K ﹤0.01%
+35
1407
$2K ﹤0.01%
123
-510
1408
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46
+21
1409
$2K ﹤0.01%
60
-46
1410
$2K ﹤0.01%
291
+73
1411
$2K ﹤0.01%
11
-3
1412
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5
+3
1413
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85
-143
1414
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81
1415
$2K ﹤0.01%
20
-45
1416
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106
+41
1417
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159
1418
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70
+40
1419
$2K ﹤0.01%
+55
1420
$2K ﹤0.01%
+296
1421
$2K ﹤0.01%
+16
1422
$2K ﹤0.01%
29
-27
1423
$2K ﹤0.01%
40
+4
1424
$2K ﹤0.01%
419
+37
1425
$2K ﹤0.01%
+52
55 56
57
58 59