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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
1776
$2K ﹤0.01%
21
-4
1777
$2K ﹤0.01%
13
+5
1778
$2K ﹤0.01%
24
1779
$2K ﹤0.01%
164
1780
$2K ﹤0.01%
67
1781
$2K ﹤0.01%
40
1782
$2K ﹤0.01%
68
1783
$2K ﹤0.01%
62
1784
$2K ﹤0.01%
56
-104
1785
$2K ﹤0.01%
58
1786
$2K ﹤0.01%
17
1787
$2K ﹤0.01%
1,391
1788
$2K ﹤0.01%
25
-100
1789
$2K ﹤0.01%
34
1790
$2K ﹤0.01%
21
1791
$2K ﹤0.01%
203
1792
$2K ﹤0.01%
147
-179
1793
$2K ﹤0.01%
73
1794
$2K ﹤0.01%
+36
1795
$2K ﹤0.01%
51
+22
1796
$2K ﹤0.01%
41
-9
1797
$2K ﹤0.01%
107
1798
$2K ﹤0.01%
37
1799
$2K ﹤0.01%
25
-140
1800
$2K ﹤0.01%
34
70 71
72
73 74