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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
2026
$1K ﹤0.01%
68
2027
$1K ﹤0.01%
7
-2
2028
$1K ﹤0.01%
10
-80
2029
$1K ﹤0.01%
15
-50
2030
$1K ﹤0.01%
12
-19
2031
$1K ﹤0.01%
53
2032
$1K ﹤0.01%
+48
2033
$1K ﹤0.01%
+74
2034
$1K ﹤0.01%
6
-7
2035
$1K ﹤0.01%
+12
2036
$1K ﹤0.01%
+105
2037
$1K ﹤0.01%
13
2038
$1K ﹤0.01%
+7
2039
– –
0
2040
$1K ﹤0.01%
19
+3
2041
$1K ﹤0.01%
2
2042
$1K ﹤0.01%
+91
2043
$1K ﹤0.01%
17
-10
2044
$1K ﹤0.01%
37
2045
$1K ﹤0.01%
43
2046
$1K ﹤0.01%
42
2047
$1K ﹤0.01%
19
2048
$1K ﹤0.01%
32
-463
2049
$1K ﹤0.01%
32
2050
$1K ﹤0.01%
265
80 81
82
83 84