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
376
$57K 0.02%
1,574
+27
377
$56K 0.02%
+962
378
$56K 0.02%
10,855
+1,709
379
$56K 0.02%
928
+15
380
$56K 0.02%
2,423
+2,104
381
$56K 0.02%
786
382
$56K 0.02%
2,841
-504
383
$56K 0.02%
2,720
384
$56K 0.02%
840
385
$55K 0.02%
794
+84
386
$55K 0.02%
3,782
+41
387
$55K 0.02%
1,614
-11
388
$55K 0.02%
5,078
+1,651
389
$55K 0.02%
373
+43
390
$54K 0.02%
541
391
$54K 0.02%
2,600
392
$54K 0.02%
435
+24
393
$54K 0.02%
46
394
$54K 0.02%
+1,000
395
$53K 0.02%
802
396
$53K 0.02%
8,695
+246
397
$53K 0.02%
465
398
$53K 0.02%
1,740
-1,161
399
$53K 0.02%
3,000
400
$53K 0.02%
25,479
+2,461
14 15
16
17 18