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
1676
$1K ﹤0.01%
+60
1677
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50
1678
$1K ﹤0.01%
43
1679
$1K ﹤0.01%
+27
1680
$1K ﹤0.01%
65
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39
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$1K ﹤0.01%
+8
1683
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34
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47
-8
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$1K ﹤0.01%
+32
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$1K ﹤0.01%
113
1687
$1K ﹤0.01%
25
1688
$1K ﹤0.01%
82
1689
$1K ﹤0.01%
+21
1690
$1K ﹤0.01%
193
+109
1691
$1K ﹤0.01%
25
1692
$1K ﹤0.01%
32
1693
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+45
1694
$1K ﹤0.01%
10
1695
$1K ﹤0.01%
22
1696
$1K ﹤0.01%
+66
1697
$1K ﹤0.01%
41
1698
$1K ﹤0.01%
+32
1699
$1K ﹤0.01%
+47
1700
– –
-241
66 67
68
69 70