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
451
$46K 0.02%
16,500
+11,500
452
$45K 0.02%
615
+39
453
$45K 0.02%
1,485
+35
454
$45K 0.02%
1,597
+145
455
$45K 0.02%
4,353
-1,183
456
$45K 0.02%
610
-68
457
$45K 0.02%
2,000
-3,000
458
$45K 0.02%
4,124
+1,809
459
$45K 0.02%
847
-985
460
$44K 0.02%
5,959
-1,603
461
$44K 0.02%
507
-11
462
$44K 0.02%
2,000
-200
463
$44K 0.02%
1,602
464
$44K 0.02%
880
465
$44K 0.02%
266
+12
466
$44K 0.02%
1,592
+92
467
$44K 0.02%
986
+81
468
$43K 0.02%
730
+40
469
$43K 0.02%
6,808
-189
470
$43K 0.02%
8,502
+2,075
471
$43K 0.02%
563
472
$43K 0.02%
696
+2
473
$43K 0.02%
1,699
474
$42K 0.02%
5,000
475
$42K 0.02%
1,500
17 18
19
20 21