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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
1976
$1K ﹤0.01%
15
-35
1977
$1K ﹤0.01%
56
1978
$1K ﹤0.01%
100
1979
$1K ﹤0.01%
+16
1980
$1K ﹤0.01%
37
+24
1981
$1K ﹤0.01%
12
1982
$1K ﹤0.01%
+6
1983
$1K ﹤0.01%
22
1984
$1K ﹤0.01%
164
-258
1985
$1K ﹤0.01%
29
1986
$1K ﹤0.01%
10
1987
$1K ﹤0.01%
84
1988
$1K ﹤0.01%
7
1989
$1K ﹤0.01%
24
1990
$1K ﹤0.01%
20
1991
$1K ﹤0.01%
108
1992
$1K ﹤0.01%
10
1993
$1K ﹤0.01%
9
1994
$1K ﹤0.01%
2
1995
$1K ﹤0.01%
93
1996
$1K ﹤0.01%
28
1997
$1K ﹤0.01%
3
-81
1998
$1K ﹤0.01%
+53
1999
$1K ﹤0.01%
+46
2000
$1K ﹤0.01%
20
-39
78 79
80
81 82