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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
1851
$2K ﹤0.01%
44
1852
$2K ﹤0.01%
4
-40
1853
$2K ﹤0.01%
27
+25
1854
$2K ﹤0.01%
97
1855
$2K ﹤0.01%
+56
1856
$2K ﹤0.01%
30
1857
$2K ﹤0.01%
27
-19
1858
$1K ﹤0.01%
5
1859
$1K ﹤0.01%
15
-7
1860
$1K ﹤0.01%
+62
1861
$1K ﹤0.01%
73
-57
1862
$1K ﹤0.01%
+56
1863
$1K ﹤0.01%
12
-8
1864
$1K ﹤0.01%
39
1865
$1K ﹤0.01%
32
1866
$1K ﹤0.01%
+21
1867
$1K ﹤0.01%
+18
1868
$1K ﹤0.01%
8
1869
$1K ﹤0.01%
21
+20
1870
$1K ﹤0.01%
45
1871
$1K ﹤0.01%
28
1872
$1K ﹤0.01%
6
+3
1873
$1K ﹤0.01%
+50
1874
$1K ﹤0.01%
101
-1
1875
$1K ﹤0.01%
+51
73 74
75
76 77