LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$49K 0.01%
2,356
+71
452
$49K 0.01%
570
-5
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%
2,771
460
$47K 0.01%
32
+15
461
$47K 0.01%
359
+24
462
$47K 0.01%
449
+5
463
$47K 0.01%
492
+48
464
$47K 0.01%
1,465
465
$47K 0.01%
643
466
$47K 0.01%
337
+4
467
$47K 0.01%
12,101
+2,134
468
$47K 0.01%
6,742
469
$47K 0.01%
512
+104
470
$47K 0.01%
736
+57
471
$46K 0.01%
557
+59
472
$46K 0.01%
527
+110
473
$46K 0.01%
746
+124
474
$46K 0.01%
508
+68
475
$46K 0.01%
+1,800
17 18
19
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