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
426
$49K 0.02%
2,223
427
$49K 0.02%
1,000
428
$49K 0.02%
212
-20
429
$49K 0.02%
693
-23
430
$48K 0.02%
44
+2
431
$48K 0.02%
6,433
+3,499
432
$48K 0.02%
391
+173
433
$48K 0.02%
2,070
+120
434
$48K 0.02%
1,601
+97
435
$48K 0.02%
3,725
+998
436
$47K 0.02%
2,585
437
$47K 0.02%
886
+51
438
$47K 0.02%
15,000
439
$47K 0.02%
1,040
440
$47K 0.02%
211
-17
441
$46K 0.02%
1,912
+52
442
$46K 0.02%
928
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443
$46K 0.02%
1,170
-97
444
$46K 0.02%
622
-242
445
$46K 0.02%
1,193
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446
$46K 0.02%
751
447
$46K 0.02%
+1,946
448
$46K 0.02%
990
+118
449
$46K 0.02%
592
+4
450
$46K 0.02%
224
16 17
18
19 20