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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
1426
$7K ﹤0.01%
644
+616
1427
$7K ﹤0.01%
+67
1428
$7K ﹤0.01%
+251
1429
$6K ﹤0.01%
175
+23
1430
$6K ﹤0.01%
8
+1
1431
$6K ﹤0.01%
17
-2
1432
$6K ﹤0.01%
13
+2
1433
$6K ﹤0.01%
130
1434
$6K ﹤0.01%
3,430
+297
1435
$6K ﹤0.01%
+128
1436
$6K ﹤0.01%
109
+5
1437
$6K ﹤0.01%
1,206
+4
1438
$6K ﹤0.01%
150
-250
1439
$6K ﹤0.01%
127
1440
$6K ﹤0.01%
1,058
1441
$6K ﹤0.01%
32
+11
1442
$6K ﹤0.01%
164
1443
$6K ﹤0.01%
181
-17
1444
$6K ﹤0.01%
3,470
+2,488
1445
$6K ﹤0.01%
26
1446
$6K ﹤0.01%
136
-31
1447
$6K ﹤0.01%
136
-37
1448
$6K ﹤0.01%
42
1449
$6K ﹤0.01%
1,000
1450
$6K ﹤0.01%
70
-19
56 57
58
59 60