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
776
$18K ﹤0.01%
136
-864
777
$18K ﹤0.01%
69
+30
778
$18K ﹤0.01%
387
+159
779
$18K ﹤0.01%
263
+23
780
$18K ﹤0.01%
54
-1
781
$18K ﹤0.01%
1,030
782
$18K ﹤0.01%
414
+130
783
$18K ﹤0.01%
551
+15
784
$18K ﹤0.01%
600
+40
785
$18K ﹤0.01%
887
786
$18K ﹤0.01%
3,619
787
$18K ﹤0.01%
665
+19
788
$18K ﹤0.01%
111
+34
789
$18K ﹤0.01%
+148
790
$18K ﹤0.01%
418
+16
791
$18K ﹤0.01%
1,777
792
$17K ﹤0.01%
144
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793
$17K ﹤0.01%
3,000
+2,393
794
$17K ﹤0.01%
191
795
$17K ﹤0.01%
381
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796
$17K ﹤0.01%
324
797
$17K ﹤0.01%
197
798
$17K ﹤0.01%
141
+43
799
$17K ﹤0.01%
1,336
800
$17K ﹤0.01%
95
+3
30 31
32
33 34