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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$61K 0.01%
2,500
377
$61K 0.01%
547
+70
378
$61K 0.01%
1,340
+177
379
$61K 0.01%
1,111
+163
380
$60K 0.01%
974
+106
381
$60K 0.01%
+100
382
$60K 0.01%
11,106
+282
383
$60K 0.01%
1,131
-87
384
$60K 0.01%
575
385
$60K 0.01%
966
+88
386
$59K 0.01%
1,200
-200
387
$59K 0.01%
4,329
+2,640
388
$59K 0.01%
614
+54
389
$59K 0.01%
1,144
+178
390
$58K 0.01%
13,177
391
$58K 0.01%
812
+61
392
$58K 0.01%
24,803
+3,108
393
$58K 0.01%
1,575
+202
394
$58K 0.01%
517
+1
395
$58K 0.01%
284
396
$57K 0.01%
440
+28
397
$57K 0.01%
1,806
+418
398
$57K 0.01%
1,602
399
$57K 0.01%
392
+49
400
$57K 0.01%
211
+14
14 15
16
17 18