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
1426
$2K ﹤0.01%
30
-7
1427
$2K ﹤0.01%
133
+80
1428
$2K ﹤0.01%
+13
1429
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67
1430
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220
+52
1431
$2K ﹤0.01%
+55
1432
$2K ﹤0.01%
19
+6
1433
$2K ﹤0.01%
+43
1434
$2K ﹤0.01%
+37
1435
$2K ﹤0.01%
393
1436
$2K ﹤0.01%
30
+25
1437
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+23
1438
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172
-75
1439
$2K ﹤0.01%
54
+11
1440
$2K ﹤0.01%
45
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1441
$2K ﹤0.01%
88
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1442
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+37
1443
$2K ﹤0.01%
+29
1444
$2K ﹤0.01%
11
+5
1445
$2K ﹤0.01%
+149
1446
$2K ﹤0.01%
150
+101
1447
$2K ﹤0.01%
33
1448
$2K ﹤0.01%
62
-378
1449
$2K ﹤0.01%
+1
1450
$2K ﹤0.01%
118
-395
56 57
58
59 60