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
476
$46K 0.01%
746
+124
477
$46K 0.01%
984
+11
478
$46K 0.01%
508
+68
479
$46K 0.01%
+1,800
480
$46K 0.01%
1,022
-108
481
$46K 0.01%
1,169
+170
482
$46K 0.01%
1,621
+104
483
$46K 0.01%
2,483
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484
$45K 0.01%
3,000
485
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654
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486
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476
+20
487
$44K 0.01%
136
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488
$44K 0.01%
192
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489
$44K 0.01%
1,153
+140
490
$44K 0.01%
1,451
+12
491
$44K 0.01%
514
-1,064
492
$44K 0.01%
6,536
493
$43K 0.01%
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494
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175
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495
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123
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496
$42K 0.01%
383
497
$42K 0.01%
1,275
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498
$42K 0.01%
199
499
$42K 0.01%
681
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500
$42K 0.01%
748
+23
18 19
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