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
651
$23K 0.01%
1,622
652
$23K 0.01%
147
653
$23K 0.01%
301
+16
654
$23K 0.01%
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655
$23K 0.01%
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656
$23K 0.01%
699
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657
$23K 0.01%
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658
$23K 0.01%
892
659
$23K 0.01%
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660
$23K 0.01%
1,255
661
$23K 0.01%
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662
$23K 0.01%
190
663
$23K 0.01%
1,893
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664
$23K 0.01%
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665
$23K 0.01%
192
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666
$23K 0.01%
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667
$23K 0.01%
472
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668
$23K 0.01%
154
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669
$22K 0.01%
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$22K 0.01%
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671
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672
$22K 0.01%
419
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$22K 0.01%
155
-7
674
$22K 0.01%
343
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675
$22K 0.01%
370
+84
25 26
27
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