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
401
$53K 0.02%
593
+38
402
$53K 0.02%
+500
403
$53K 0.02%
922
-14
404
$52K 0.02%
1,104
-51
405
$52K 0.02%
328
-7
406
$52K 0.02%
1,965
+75
407
$52K 0.02%
915
-43
408
$52K 0.02%
363
+4
409
$52K 0.02%
+1,000
410
$51K 0.02%
218
-5
411
$51K 0.02%
1,429
+336
412
$51K 0.02%
841
-15
413
$51K 0.02%
3,830
414
$51K 0.02%
549
+7
415
$51K 0.02%
1,734
+156
416
$51K 0.02%
1,684
+218
417
$51K 0.02%
1,252
418
$51K 0.02%
945
-41
419
$51K 0.02%
178
+27
420
$51K 0.02%
2,854
-156
421
$50K 0.02%
2,698
+2,601
422
$50K 0.02%
+1,791
423
$50K 0.02%
3,433
424
$50K 0.02%
2,775
425
$50K 0.02%
1,314
+69
15 16
17
18 19