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
701
$23K 0.01%
119
+14
702
$23K 0.01%
958
+64
703
$23K 0.01%
134
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704
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84
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705
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706
$23K 0.01%
169
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707
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501
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708
$22K 0.01%
530
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207
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710
$22K 0.01%
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711
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213
712
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713
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808
714
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49
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-28
716
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717
$22K 0.01%
1,397
+29
718
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724
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276
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725
$22K 0.01%
1,382
+200
27 28
29
30 31