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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$77K 0.02%
670
352
$77K 0.02%
373
+17
353
$77K 0.02%
284
+8
354
$76K 0.02%
5,230
355
$75K 0.02%
12,318
356
$75K 0.02%
725
+8
357
$74K 0.02%
641
+9
358
$74K 0.02%
3,318
359
$74K 0.02%
500
360
$74K 0.02%
1,500
361
$73K 0.02%
336
+7
362
$73K 0.02%
1,100
+12
363
$73K 0.02%
3,215
364
$72K 0.02%
488
365
$72K 0.02%
3,060
-159
366
$71K 0.02%
537
+97
367
$71K 0.02%
2,692
+30
368
$71K 0.02%
1,241
+110
369
$71K 0.02%
1,875
370
$71K 0.02%
18,263
+1,966
371
$71K 0.02%
762
-200
372
$70K 0.02%
963
373
$70K 0.02%
577
-32
374
$69K 0.02%
2,028
+120
375
$69K 0.02%
461
+3
13 14
15
16 17