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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
1551
$4K ﹤0.01%
42
-5
1552
$4K ﹤0.01%
+70
1553
$4K ﹤0.01%
103
+12
1554
$4K ﹤0.01%
112
1555
$4K ﹤0.01%
96
-44
1556
$4K ﹤0.01%
252
1557
$4K ﹤0.01%
35
1558
$4K ﹤0.01%
42
1559
$4K ﹤0.01%
30
1560
$4K ﹤0.01%
40
1561
$4K ﹤0.01%
+145
1562
$4K ﹤0.01%
108
1563
$4K ﹤0.01%
65
-49
1564
$4K ﹤0.01%
140
1565
$4K ﹤0.01%
390
-372
1566
$4K ﹤0.01%
40
+14
1567
$4K ﹤0.01%
126
1568
$4K ﹤0.01%
75
1569
$4K ﹤0.01%
33
1570
$4K ﹤0.01%
79
1571
$4K ﹤0.01%
+80
1572
$4K ﹤0.01%
36
1573
$4K ﹤0.01%
+142
1574
$4K ﹤0.01%
47
1575
$4K ﹤0.01%
345
61 62
63
64 65