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
401
$63K 0.01%
293
+9
402
$63K 0.01%
118
403
$62K 0.01%
306
+14
404
$62K 0.01%
1,014
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405
$62K 0.01%
525
-22
406
$62K 0.01%
135
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407
$61K 0.01%
1,443
-126
408
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604
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409
$61K 0.01%
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410
$61K 0.01%
13,013
+912
411
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518
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412
$60K 0.01%
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413
$60K 0.01%
6,799
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414
$59K 0.01%
423
415
$59K 0.01%
1,040
416
$59K 0.01%
100
417
$59K 0.01%
5,424
418
$59K 0.01%
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419
$58K 0.01%
917
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$58K 0.01%
6,509
421
$58K 0.01%
812
422
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555
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423
$58K 0.01%
1,231
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424
$58K 0.01%
966
425
$58K 0.01%
805
-11
15 16
17
18 19