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
401
$57K 0.01%
2,413
+316
402
$56K 0.01%
5,424
403
$56K 0.01%
630
+96
404
$56K 0.01%
1,935
+70
405
$56K 0.01%
16,297
+1,717
406
$56K 0.01%
886
+50
407
$56K 0.01%
5,636
+91
408
$55K 0.01%
858
+49
409
$55K 0.01%
718
+54
410
$55K 0.01%
896
+92
411
$55K 0.01%
451
+10
412
$55K 0.01%
461
-21
413
$55K 0.01%
588
+286
414
$55K 0.01%
816
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415
$54K 0.01%
79
+10
416
$54K 0.01%
1,748
+19
417
$54K 0.01%
248
+9
418
$54K 0.01%
278
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419
$54K 0.01%
1,520
+235
420
$53K 0.01%
423
+4
421
$53K 0.01%
625
-58
422
$53K 0.01%
1,040
423
$53K 0.01%
712
424
$53K 0.01%
625
+15
425
$53K 0.01%
1,020
15 16
17
18 19