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
1626
$1K ﹤0.01%
120
1627
$1K ﹤0.01%
37
1628
$1K ﹤0.01%
+17
1629
$1K ﹤0.01%
188
-79
1630
$1K ﹤0.01%
257
+88
1631
$1K ﹤0.01%
+125
1632
$1K ﹤0.01%
+65
1633
$1K ﹤0.01%
9
+3
1634
$1K ﹤0.01%
6
1635
$1K ﹤0.01%
34
-61
1636
$1K ﹤0.01%
75
1637
$1K ﹤0.01%
+24
1638
$1K ﹤0.01%
39
-146
1639
$1K ﹤0.01%
+21
1640
$1K ﹤0.01%
73
+18
1641
$1K ﹤0.01%
20
1642
$1K ﹤0.01%
72
-34
1643
$1K ﹤0.01%
76
+30
1644
$1K ﹤0.01%
9
-63
1645
$1K ﹤0.01%
37
1646
$1K ﹤0.01%
+87
1647
$1K ﹤0.01%
+18
1648
$1K ﹤0.01%
49
-35
1649
$1K ﹤0.01%
9
1650
$1K ﹤0.01%
+106
64 65
66
67 68