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
376
$69K 0.02%
594
377
$69K 0.02%
662
+53
378
$69K 0.02%
1,116
379
$69K 0.02%
2,036
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380
$69K 0.02%
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381
$68K 0.02%
797
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382
$68K 0.02%
85
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383
$68K 0.02%
1,020
384
$67K 0.02%
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385
$67K 0.02%
12,428
+1,322
386
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+1,200
387
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388
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276
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389
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390
$66K 0.01%
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391
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392
392
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393
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398
$64K 0.01%
4,720
399
$64K 0.01%
25,110
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400
$63K 0.01%
385
14 15
16
17 18