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
526
$39K 0.01%
+625
527
$39K 0.01%
790
528
$39K 0.01%
326
+210
529
$39K 0.01%
1,027
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530
$39K 0.01%
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531
$38K 0.01%
444
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532
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539
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533
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7,561
534
$38K 0.01%
210
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535
$38K 0.01%
1,970
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536
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189
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537
$38K 0.01%
4,000
538
$38K 0.01%
595
539
$37K 0.01%
2,033
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540
$37K 0.01%
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541
$37K 0.01%
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542
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543
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546
$36K 0.01%
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$36K 0.01%
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549
$36K 0.01%
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550
$36K 0.01%
599
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