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
1426
$0 ﹤0.01%
+10
1427
$0 ﹤0.01%
+28
1428
0
1429
$0 ﹤0.01%
+16
1430
0
1431
$0 ﹤0.01%
+24
1432
0
1433
$0 ﹤0.01%
+23
1434
$0 ﹤0.01%
+18
1435
$0 ﹤0.01%
+24
1436
0
1437
$0 ﹤0.01%
+92
1438
$0 ﹤0.01%
+4
1439
$0 ﹤0.01%
+34
1440
0
1441
$0 ﹤0.01%
+23
1442
$0 ﹤0.01%
+18
1443
$0 ﹤0.01%
+20
1444
$0 ﹤0.01%
+11
1445
$0 ﹤0.01%
+5
1446
$0 ﹤0.01%
+20
1447
$0 ﹤0.01%
+28
1448
$0 ﹤0.01%
+48
1449
$0 ﹤0.01%
+4
1450
$0 ﹤0.01%
+12