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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$20K ﹤0.01%
214
+14
777
$20K ﹤0.01%
207
-17
778
$20K ﹤0.01%
151
779
$20K ﹤0.01%
+700
780
$20K ﹤0.01%
106
781
$20K ﹤0.01%
513
-88
782
$20K ﹤0.01%
79
-35
783
$20K ﹤0.01%
450
-2,750
784
$20K ﹤0.01%
+280
785
$20K ﹤0.01%
307
-292
786
$20K ﹤0.01%
551
787
$20K ﹤0.01%
386
788
$20K ﹤0.01%
85
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789
$20K ﹤0.01%
17
-14
790
$20K ﹤0.01%
314
791
$20K ﹤0.01%
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-7
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$20K ﹤0.01%
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793
$19K ﹤0.01%
171
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795
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$19K ﹤0.01%
41
797
$19K ﹤0.01%
492
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$19K ﹤0.01%
1,317
-19
799
$19K ﹤0.01%
552
-16
800
$19K ﹤0.01%
234
-73
30 31
32
33 34