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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
1826
$2K ﹤0.01%
430
-35
1827
$2K ﹤0.01%
35
-14
1828
$2K ﹤0.01%
55
1829
$2K ﹤0.01%
33
1830
$2K ﹤0.01%
+54
1831
$2K ﹤0.01%
61
1832
$2K ﹤0.01%
7
1833
$2K ﹤0.01%
+30
1834
$2K ﹤0.01%
9
1835
$2K ﹤0.01%
20
1836
$2K ﹤0.01%
45
1837
$2K ﹤0.01%
32
+10
1838
$2K ﹤0.01%
26
1839
$2K ﹤0.01%
124
+36
1840
$2K ﹤0.01%
44
1841
$2K ﹤0.01%
15
1842
$2K ﹤0.01%
36
1843
$2K ﹤0.01%
120
-30
1844
$2K ﹤0.01%
265
+75
1845
$2K ﹤0.01%
63
1846
$2K ﹤0.01%
40
1847
$2K ﹤0.01%
53
1848
$2K ﹤0.01%
116
1849
$2K ﹤0.01%
65
1850
$2K ﹤0.01%
+420
72 73
74
75 76