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
426
$53K 0.01%
+325
427
$53K 0.01%
2,306
428
$52K 0.01%
808
+181
429
$52K 0.01%
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430
$51K 0.01%
185
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431
$51K 0.01%
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432
$51K 0.01%
609
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433
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385
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434
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583
435
$51K 0.01%
10,000
+3,000
436
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358
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437
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600
438
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141
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439
$51K 0.01%
394
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440
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441
$50K 0.01%
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442
$50K 0.01%
4,142
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443
$50K 0.01%
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2,352
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446
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342
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448
$49K 0.01%
500
449
$49K 0.01%
375
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450
$49K 0.01%
1,975
+299
16 17
18
19 20