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
$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 13.05%
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
1651
$1K ﹤0.01%
25
1652
$1K ﹤0.01%
32
1653
$1K ﹤0.01%
+45
1654
$1K ﹤0.01%
10
1655
$1K ﹤0.01%
+47
1656
$1K ﹤0.01%
+22
1657
$1K ﹤0.01%
129
+63
1658
$1K ﹤0.01%
7
1659
$1K ﹤0.01%
95
1660
$1K ﹤0.01%
8
1661
$1K ﹤0.01%
68
1662
$1K ﹤0.01%
14
-22
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5
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+9
1665
$1K ﹤0.01%
+27
1666
$1K ﹤0.01%
+19
1667
$1K ﹤0.01%
163
+22
1668
$1K ﹤0.01%
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1669
$1K ﹤0.01%
5
+2
1670
$1K ﹤0.01%
39
-104
1671
$1K ﹤0.01%
3
1672
$1K ﹤0.01%
16
1673
$1K ﹤0.01%
62
-579
1674
$1K ﹤0.01%
24
1675
$1K ﹤0.01%
31
-126
65 66
67
68 69