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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
1951
$1K ﹤0.01%
16
1952
$1K ﹤0.01%
147
+10
1953
$1K ﹤0.01%
47
1954
$1K ﹤0.01%
3
-8
1955
$1K ﹤0.01%
35
+21
1956
$1K ﹤0.01%
+10
1957
$1K ﹤0.01%
164
-262
1958
$1K ﹤0.01%
+9
1959
$1K ﹤0.01%
42
1960
$1K ﹤0.01%
26
1961
$1K ﹤0.01%
41
1962
$1K ﹤0.01%
32
1963
$1K ﹤0.01%
+25
1964
$1K ﹤0.01%
+7
1965
$1K ﹤0.01%
9
-6
1966
$1K ﹤0.01%
18
1967
$1K ﹤0.01%
7
-3
1968
$1K ﹤0.01%
+80
1969
$1K ﹤0.01%
5
-18
1970
$1K ﹤0.01%
24
1971
$1K ﹤0.01%
20
1972
$1K ﹤0.01%
5
1973
$1K ﹤0.01%
26
1974
$1K ﹤0.01%
35
1975
$1K ﹤0.01%
5
77 78
79
80 81