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
676
$24K 0.01%
1,770
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677
$24K 0.01%
210
+10
678
$24K 0.01%
288
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679
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303
680
$24K 0.01%
544
681
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850
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682
$24K 0.01%
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683
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115
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684
$24K 0.01%
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685
$24K 0.01%
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686
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687
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689
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$24K 0.01%
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691
$24K 0.01%
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692
$23K 0.01%
1,248
693
$23K 0.01%
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696
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520
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$23K 0.01%
4,016
699
$23K 0.01%
392
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700
$23K 0.01%
380
+7
26 27
28
29 30