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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
1476
$6K ﹤0.01%
550
1477
$6K ﹤0.01%
62
1478
$6K ﹤0.01%
+60
1479
$6K ﹤0.01%
88
1480
$5K ﹤0.01%
+47
1481
$5K ﹤0.01%
59
+32
1482
$5K ﹤0.01%
9
+5
1483
$5K ﹤0.01%
+200
1484
$5K ﹤0.01%
53
1485
$5K ﹤0.01%
171
1486
$5K ﹤0.01%
271
1487
$5K ﹤0.01%
130
1488
$5K ﹤0.01%
105
1489
$5K ﹤0.01%
139
1490
$5K ﹤0.01%
194
1491
$5K ﹤0.01%
+100
1492
$5K ﹤0.01%
35
1493
$5K ﹤0.01%
15
-10
1494
$5K ﹤0.01%
+76
1495
$5K ﹤0.01%
63
+55
1496
$5K ﹤0.01%
144
+24
1497
$5K ﹤0.01%
38
-7
1498
$5K ﹤0.01%
54
1499
$5K ﹤0.01%
404
1500
$5K ﹤0.01%
116
+98
58 59
60
61 62