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
776
$16K 0.01%
115
+18
777
$16K 0.01%
1,000
-236
778
$16K 0.01%
314
-238
779
$16K 0.01%
343
780
$16K 0.01%
1,190
+371
781
$16K 0.01%
345
782
$15K 0.01%
3,283
+1,501
783
$15K 0.01%
1,598
+980
784
$15K 0.01%
+250
785
$15K 0.01%
139
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786
$15K 0.01%
1,618
+606
787
$15K 0.01%
100
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788
$15K 0.01%
108
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789
$15K 0.01%
+1,250
790
$15K 0.01%
515
791
$15K 0.01%
674
-116
792
$15K 0.01%
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$15K 0.01%
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795
$15K 0.01%
319
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797
$15K 0.01%
187
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$15K 0.01%
29
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799
$15K 0.01%
56
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800
$15K 0.01%
252
+51
30 31
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