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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
1701
$3K ﹤0.01%
88
-20
1702
$3K ﹤0.01%
30
1703
$3K ﹤0.01%
54
1704
$3K ﹤0.01%
29
1705
$3K ﹤0.01%
129
1706
$3K ﹤0.01%
123
1707
$3K ﹤0.01%
+3
1708
$3K ﹤0.01%
130
1709
$3K ﹤0.01%
45
1710
$3K ﹤0.01%
22
1711
$3K ﹤0.01%
118
1712
$3K ﹤0.01%
105
1713
$3K ﹤0.01%
+30
1714
$3K ﹤0.01%
56
1715
$3K ﹤0.01%
59
+16
1716
$3K ﹤0.01%
20
+10
1717
$3K ﹤0.01%
66
1718
$3K ﹤0.01%
29
1719
$3K ﹤0.01%
61
+8
1720
$3K ﹤0.01%
56
1721
$3K ﹤0.01%
32
1722
$3K ﹤0.01%
310
1723
$3K ﹤0.01%
124
1724
$3K ﹤0.01%
158
1725
$3K ﹤0.01%
156
67 68
69
70 71