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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
$287M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$281K
3
+$162K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$141K
5
TFC icon
Truist Financial
TFC
+$133K

Top Sells

1
+$314K
2
+$269K
3
+$243K
4
VT icon
Vanguard Total World Stock ETF
VT
+$179K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$172K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$38K 0.01%
2,500
527
$38K 0.01%
1,059
-1,589
528
$38K 0.01%
234
+46
529
$38K 0.01%
1,851
+586
530
$37K 0.01%
1,700
531
$37K 0.01%
348
532
$37K 0.01%
1,024
533
$37K 0.01%
512
+77
534
$37K 0.01%
544
+12
535
$37K 0.01%
1,728
-314
536
$37K 0.01%
1,500
537
$37K 0.01%
406
538
$37K 0.01%
1,689
-10
539
$36K 0.01%
666
-62
540
$36K 0.01%
1,791
541
$36K 0.01%
183
+18
542
$36K 0.01%
172
543
$36K 0.01%
981
544
$36K 0.01%
239
-20
545
$36K 0.01%
1,000
546
$36K 0.01%
6,183
547
$36K 0.01%
1,400
-600
548
$36K 0.01%
+1,210
549
$36K 0.01%
998
+362
550
$36K 0.01%
240
-16
20 21
22
23 24