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
1601
$1K ﹤0.01%
+15
1602
$1K ﹤0.01%
5
1603
$1K ﹤0.01%
125
1604
$1K ﹤0.01%
45
-50
1605
$1K ﹤0.01%
12
-2
1606
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1607
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53
-211
1608
$1K ﹤0.01%
+56
1609
$1K ﹤0.01%
160
+112
1610
$1K ﹤0.01%
33
-72
1611
$1K ﹤0.01%
30
1612
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6
1613
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23
1614
$1K ﹤0.01%
12
-63
1615
$1K ﹤0.01%
24
+4
1616
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24
1617
$1K ﹤0.01%
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1618
$1K ﹤0.01%
+67
1619
$1K ﹤0.01%
+54
1620
$1K ﹤0.01%
40
+26
1621
$1K ﹤0.01%
33
-45
1622
$1K ﹤0.01%
108
-395
1623
$1K ﹤0.01%
108
1624
$1K ﹤0.01%
16
1625
$1K ﹤0.01%
+10
63 64
65
66 67