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
601
$28K 0.01%
290
602
$28K 0.01%
598
603
$28K 0.01%
803
-1,499
604
$28K 0.01%
444
605
$28K 0.01%
209
606
$27K 0.01%
1,339
+1,023
607
$27K 0.01%
218
608
$27K 0.01%
179
609
$27K 0.01%
410
+88
610
$27K 0.01%
1,364
+408
611
$27K 0.01%
5,472
+3,280
612
$27K 0.01%
866
+89
613
$27K 0.01%
508
614
$27K 0.01%
10,204
-5,577
615
$27K 0.01%
1,909
616
$27K 0.01%
113
+18
617
$27K 0.01%
385
+40
618
$27K 0.01%
602
-20
619
$27K 0.01%
100
620
$27K 0.01%
1,702
-248
621
$27K 0.01%
1,000
622
$27K 0.01%
401
+38
623
$26K 0.01%
467
624
$26K 0.01%
631
-151
625
$26K 0.01%
526
23 24
25
26 27