We are live on ! Find out more
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
1576
$4K ﹤0.01%
170
1577
$4K ﹤0.01%
100
+49
1578
$4K ﹤0.01%
194
+42
1579
$4K ﹤0.01%
86
1580
$4K ﹤0.01%
+61
1581
$4K ﹤0.01%
136
1582
$4K ﹤0.01%
169
1583
$4K ﹤0.01%
31
1584
$4K ﹤0.01%
52
1585
$4K ﹤0.01%
1,754
+1,725
1586
$4K ﹤0.01%
149
+74
1587
$4K ﹤0.01%
119
1588
$4K ﹤0.01%
12
-7
1589
$4K ﹤0.01%
256
1590
$4K ﹤0.01%
81
1591
$4K ﹤0.01%
247
1592
$4K ﹤0.01%
+104
1593
$4K ﹤0.01%
+500
1594
$4K ﹤0.01%
146
1595
$4K ﹤0.01%
100
1596
$4K ﹤0.01%
27
+11
1597
$4K ﹤0.01%
95
1598
$4K ﹤0.01%
39
1599
$4K ﹤0.01%
+130
1600
$4K ﹤0.01%
16