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
476
$42K 0.02%
1,153
-772
477
$42K 0.02%
600
478
$41K 0.02%
4,500
479
$41K 0.02%
687
-49
480
$41K 0.02%
549
-111
481
$41K 0.02%
1,058
482
$41K 0.02%
2,439
-129
483
$41K 0.02%
297
+43
484
$41K 0.02%
431
+37
485
$41K 0.02%
988
+411
486
$40K 0.02%
605
+31
487
$40K 0.02%
728
+136
488
$40K 0.02%
1,721
+237
489
$40K 0.02%
2,094
+155
490
$40K 0.02%
256
-206
491
$40K 0.02%
7,700
492
$40K 0.02%
490
+33
493
$40K 0.02%
4,658
+3,297
494
$39K 0.01%
521
495
$39K 0.01%
3,000
+2,000
496
$39K 0.01%
1,395
-356
497
$39K 0.01%
4,000
498
$38K 0.01%
+3,889
499
$38K 0.01%
778
-76
500
$38K 0.01%
1,494
+317
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