LC
Lindbrook Capital Portfolio holdings
AUM
$1.08B
1-Year Return
10.14%
This Quarter Return
+3.59%
1 Year Return
+10.14%
3 Year Return
+35.76%
5 Year Return
+141%
10 Year Return
–
AUM
$259M
AUM Growth
+$8.91M
(+3.6%)
Cap. Flow
+$1.87M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
57.8%
Holding
1,584
New
86
Increased
403
Reduced
192
Closed
83
Top Buys
| 1 |
CME Group
CME
|
+$2.6M |
| 2 |
OCSI
Oaktree Strategic Income Corporation
OCSI
|
+$479K |
| 3 |
Wells Fargo
WFC
|
+$406K |
| 4 |
Tesla
TSLA
|
+$308K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$255K |
Top Sells
Sector Composition
| 1 | Technology | 8.25% |
| 2 | Financials | 7.44% |
| 3 | Healthcare | 4.71% |
| 4 | Communication Services | 2.97% |
| 5 | Consumer Discretionary | 2.83% |
