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
501
$38K 0.01%
426
502
$38K 0.01%
2,500
-2,500
503
$38K 0.01%
705
+40
504
$38K 0.01%
2,418
+386
505
$37K 0.01%
639
+49
506
$37K 0.01%
425
507
$37K 0.01%
2,346
+56
508
$37K 0.01%
2,581
+1,233
509
$37K 0.01%
406
510
$37K 0.01%
202
511
$37K 0.01%
4,370
-148
512
$37K 0.01%
325
513
$36K 0.01%
8,164
514
$36K 0.01%
805
+65
515
$36K 0.01%
1,371
-2,650
516
$36K 0.01%
300
517
$36K 0.01%
1,275
518
$36K 0.01%
51
+3
519
$36K 0.01%
351
520
$36K 0.01%
217
-15
521
$36K 0.01%
428
+27
522
$36K 0.01%
+117
523
$36K 0.01%
1,500
524
$36K 0.01%
706
+642
525
$35K 0.01%
7,000
+2,000
19 20
21
22 23