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
726
$20K 0.01%
+1,231
727
$20K 0.01%
1,247
+1,088
728
$19K 0.01%
422
+399
729
$19K 0.01%
439
-161
730
$19K 0.01%
293
-54
731
$19K 0.01%
1,184
732
$19K 0.01%
440
733
$19K 0.01%
108
-24
734
$19K 0.01%
1,042
+838
735
$19K 0.01%
416
736
$19K 0.01%
171
+19
737
$19K 0.01%
+1,208
738
$19K 0.01%
490
739
$19K 0.01%
944
740
$19K 0.01%
433
741
$19K 0.01%
5,900
742
$19K 0.01%
970
743
$18K 0.01%
366
744
$18K 0.01%
3,000
+1,000
745
$18K 0.01%
372
746
$18K 0.01%
179
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747
$18K 0.01%
361
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748
$18K 0.01%
398
749
$18K 0.01%
584
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750
$18K 0.01%
161
-35
28 29
30
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