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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
1526
$5K ﹤0.01%
150
+64
1527
$5K ﹤0.01%
156
1528
$5K ﹤0.01%
67
1529
$5K ﹤0.01%
92
+76
1530
$5K ﹤0.01%
509
-27
1531
$5K ﹤0.01%
53
1532
$5K ﹤0.01%
55
+46
1533
$5K ﹤0.01%
41
1534
$5K ﹤0.01%
126
+17
1535
$5K ﹤0.01%
89
1536
$5K ﹤0.01%
105
+90
1537
$5K ﹤0.01%
39
1538
$5K ﹤0.01%
34
+6
1539
$5K ﹤0.01%
350
1540
$5K ﹤0.01%
334
1541
$5K ﹤0.01%
103
1542
$5K ﹤0.01%
17
1543
$5K ﹤0.01%
864
-201
1544
$5K ﹤0.01%
103
+93
1545
$5K ﹤0.01%
199
1546
$5K ﹤0.01%
255
-23
1547
$5K ﹤0.01%
121
-12
1548
$5K ﹤0.01%
188
+112
1549
$5K ﹤0.01%
+46
1550
$4K ﹤0.01%
58
-18
60 61
62
63 64