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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$33K 0.01%
912
+21
602
$33K 0.01%
1,501
+18
603
$33K 0.01%
228
+5
604
$33K 0.01%
888
+17
605
$33K 0.01%
351
606
$33K 0.01%
1,971
-30
607
$33K 0.01%
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608
$33K 0.01%
2,123
+188
609
$33K 0.01%
1,175
610
$33K 0.01%
145
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611
$33K 0.01%
263
612
$32K 0.01%
4,039
613
$32K 0.01%
350
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614
$32K 0.01%
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615
$32K 0.01%
381
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$32K 0.01%
766
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617
$32K 0.01%
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618
$32K 0.01%
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619
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$32K 0.01%
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623
$31K 0.01%
516
624
$31K 0.01%
2,496
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625
$31K 0.01%
540
23 24
25
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