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
1476
$2K ﹤0.01%
+161
1477
$2K ﹤0.01%
47
-84
1478
$2K ﹤0.01%
90
1479
$2K ﹤0.01%
+50
1480
$2K ﹤0.01%
+270
1481
$2K ﹤0.01%
+35
1482
$2K ﹤0.01%
70
+25
1483
$2K ﹤0.01%
+175
1484
$2K ﹤0.01%
+42
1485
$2K ﹤0.01%
+71
1486
$2K ﹤0.01%
52
-116
1487
$2K ﹤0.01%
252
+143
1488
$1K ﹤0.01%
+22
1489
$1K ﹤0.01%
129
+63
1490
$1K ﹤0.01%
283
1491
$1K ﹤0.01%
7
1492
$1K ﹤0.01%
8
1493
$1K ﹤0.01%
68
1494
$1K ﹤0.01%
14
-22
1495
$1K ﹤0.01%
5
1496
$1K ﹤0.01%
+9
1497
$1K ﹤0.01%
+27
1498
$1K ﹤0.01%
+19
1499
$1K ﹤0.01%
163
+22
1500
$1K ﹤0.01%
+29
58 59
60
61 62