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
676
$22K 0.01%
636
-111
677
$22K 0.01%
268
678
$22K 0.01%
65
679
$22K 0.01%
940
680
$22K 0.01%
574
+58
681
$22K 0.01%
247
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682
$22K 0.01%
115
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683
$22K 0.01%
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684
$21K 0.01%
255
685
$21K 0.01%
219
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686
$21K 0.01%
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687
$21K 0.01%
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688
$21K 0.01%
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$21K 0.01%
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696
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697
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699
$21K 0.01%
388
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$21K 0.01%
4,647
+3,453
26 27
28
29 30