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
751
$18K 0.01%
479
+77
752
$17K 0.01%
616
+361
753
$17K 0.01%
994
+200
754
$17K 0.01%
612
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$17K 0.01%
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$17K 0.01%
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757
$17K 0.01%
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758
$17K 0.01%
35
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759
$17K 0.01%
468
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$17K 0.01%
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$17K 0.01%
500
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763
$17K 0.01%
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425
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$17K 0.01%
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766
$17K 0.01%
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767
$17K 0.01%
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769
$17K 0.01%
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$17K 0.01%
14,500
+5,000
771
$16K 0.01%
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772
$16K 0.01%
279
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773
$16K 0.01%
3,000
774
$16K 0.01%
259
775
$16K 0.01%
404
29 30
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