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
451
$49K 0.01%
118
+12
452
$49K 0.01%
2,356
+71
453
$48K 0.01%
186
+33
454
$48K 0.01%
900
455
$48K 0.01%
440
456
$48K 0.01%
1,510
457
$48K 0.01%
1,804
+96
458
$48K 0.01%
780
+10
459
$47K 0.01%
12,101
+2,134
460
$47K 0.01%
6,742
461
$47K 0.01%
2,771
462
$47K 0.01%
32
+15
463
$47K 0.01%
359
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464
$47K 0.01%
449
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465
$47K 0.01%
512
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466
$47K 0.01%
724
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467
$47K 0.01%
492
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468
$47K 0.01%
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469
$47K 0.01%
643
470
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337
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471
$46K 0.01%
1,428
472
$46K 0.01%
1,468
+13
473
$46K 0.01%
728
+16
474
$46K 0.01%
557
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475
$46K 0.01%
527
+110
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