LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

Sector Composition

1 Technology 8.52%
2 Financials 7.43%
3 Healthcare 4.54%
4 Communication Services 2.9%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94K 0.04%
265
+1
252
$93K 0.04%
453
+29
253
$92K 0.03%
5,000
+1,000
254
$91K 0.03%
1,001
-98
255
$91K 0.03%
758
-1
256
$91K 0.03%
738
+21
257
$90K 0.03%
6,000
258
$89K 0.03%
456
+4
259
$88K 0.03%
1,372
260
$88K 0.03%
978
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261
$88K 0.03%
1,659
262
$87K 0.03%
7,118
-131
263
$87K 0.03%
733
+23
264
$86K 0.03%
357
-15
265
$85K 0.03%
2,007
+198
266
$85K 0.03%
907
-11
267
$84K 0.03%
1,091
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268
$84K 0.03%
707
-21
269
$84K 0.03%
327
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270
$84K 0.03%
400
271
$84K 0.03%
2,062
272
$83K 0.03%
2,648
-131
273
$83K 0.03%
754
+19
274
$83K 0.03%
1,500
275
$82K 0.03%
852
+387
9 10
11
12 13