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
1651
$3K ﹤0.01%
65
1652
$3K ﹤0.01%
28
-14
1653
$3K ﹤0.01%
88
-78
1654
$3K ﹤0.01%
42
1655
$3K ﹤0.01%
22
1656
$3K ﹤0.01%
157
1657
$3K ﹤0.01%
47
-92
1658
$3K ﹤0.01%
717
-86
1659
$3K ﹤0.01%
16
1660
$3K ﹤0.01%
101
1661
$3K ﹤0.01%
39
1662
$3K ﹤0.01%
153
1663
$3K ﹤0.01%
159
1664
$3K ﹤0.01%
84
1665
$3K ﹤0.01%
54
+6
1666
$3K ﹤0.01%
36
1667
$3K ﹤0.01%
282
1668
$3K ﹤0.01%
+138
1669
$3K ﹤0.01%
21
+9
1670
$3K ﹤0.01%
4
1671
$3K ﹤0.01%
173
1672
$3K ﹤0.01%
204
+29
1673
$3K ﹤0.01%
65
1674
$3K ﹤0.01%
97
-28
1675
$3K ﹤0.01%
+400
65 66
67
68 69