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
751
$20K ﹤0.01%
802
+281
752
$20K ﹤0.01%
138
+41
753
$20K ﹤0.01%
158
+75
754
$20K ﹤0.01%
370
755
$20K ﹤0.01%
4,204
+9
756
$20K ﹤0.01%
314
757
$19K ﹤0.01%
171
+56
758
$19K ﹤0.01%
860
+36
759
$19K ﹤0.01%
63
+24
760
$19K ﹤0.01%
151
+4
761
$19K ﹤0.01%
1,124
-876
762
$19K ﹤0.01%
269
+8
763
$19K ﹤0.01%
106
+18
764
$19K ﹤0.01%
265
+93
765
$19K ﹤0.01%
491
+270
766
$19K ﹤0.01%
348
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767
$19K ﹤0.01%
1,714
-4,916
768
$19K ﹤0.01%
46
+8
769
$19K ﹤0.01%
853
+104
770
$19K ﹤0.01%
67
-2,161
771
$18K ﹤0.01%
3,400
+632
772
$18K ﹤0.01%
601
+24
773
$18K ﹤0.01%
226
+52
774
$18K ﹤0.01%
255
+101
775
$18K ﹤0.01%
48
+47
29 30
31
32 33