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LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.05M
3
+$998K
4
OKE icon
Oneok
OKE
+$877K
5
KMI icon
Kinder Morgan
KMI
+$786K

Top Sells

1
+$7.4M
2
+$2.21M
3
+$1.87M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.62M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$48.7K 0.01%
4,023
-54
702
$48.6K 0.01%
870
-1,949
703
$48.6K 0.01%
1,312
+26
704
$48.5K 0.01%
26,075
+1,054
705
$48.5K 0.01%
641
-13
706
$48.4K 0.01%
1,729
707
$48.4K 0.01%
4,592
+199
708
$48.3K 0.01%
2,330
709
$48.2K 0.01%
783
+17
710
$48K 0.01%
188
+7
711
$47.8K 0.01%
382
+1
712
$47.6K 0.01%
269
+22
713
$47.5K 0.01%
1,213
-207
714
$47.5K 0.01%
771
+156
715
$47.3K 0.01%
96
+13
716
$47.1K 0.01%
1,042
-7
717
$46.7K 0.01%
1,230
-108
718
$46.7K 0.01%
4,500
719
$46.6K 0.01%
+1,995
720
$46.6K 0.01%
2,152
+40
721
$46.5K 0.01%
42
+4
722
$46.4K 0.01%
933
-166
723
$46.4K 0.01%
1,718
+26
724
$46.4K 0.01%
3,763
-636
725
$46.4K 0.01%
277
27 28
29
30 31