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
$287M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$291K
3
+$159K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$142K
5
TFC icon
Truist Financial
TFC
+$138K

Top Sells

1
+$314K
2
+$312K
3
+$281K
4
VT icon
Vanguard Total World Stock ETF
VT
+$186K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$176K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.91%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$57K 0.02%
100
+50
402
$57K 0.02%
1,965
403
$57K 0.02%
224
404
$57K 0.02%
922
405
$56K 0.02%
2,088
+176
406
$56K 0.02%
841
407
$56K 0.02%
511
+3
408
$56K 0.02%
328
409
$56K 0.02%
+2,910
410
$56K 0.02%
2,310
-531
411
$55K 0.02%
6,353
+394
412
$55K 0.02%
3,823
+41
413
$55K 0.02%
662
+40
414
$55K 0.02%
3,000
415
$55K 0.02%
928
416
$55K 0.02%
1,086
+721
417
$55K 0.02%
861
+75
418
$55K 0.02%
2,446
+500
419
$55K 0.02%
934
+87
420
$54K 0.02%
+37
421
$54K 0.02%
1,839
+48
422
$54K 0.02%
14,291
-386
423
$54K 0.02%
1,034
+44
424
$54K 0.02%
1,638
+46
425
$54K 0.02%
1,791
+1,207
15 16
17
18 19