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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$889K
3
+$780K
4
CRM icon
Salesforce
CRM
+$422K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$374K

Top Sells

1
+$561K
2
+$420K
3
+$171K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$143K

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
726
$20K 0.01%
3,083
727
$20K 0.01%
128
728
$19K 0.01%
108
-24
729
$19K 0.01%
1,042
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730
$19K 0.01%
416
731
$19K 0.01%
1,184
732
$19K 0.01%
970
733
$19K 0.01%
293
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734
$19K 0.01%
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735
$19K 0.01%
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736
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443
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739
$19K 0.01%
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749
$18K 0.01%
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750
$18K 0.01%
3,000
+1,000
28 29
30
31 32