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LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$281K
3
+$162K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$141K
5
TFC icon
Truist Financial
TFC
+$133K

Top Sells

1
+$314K
2
+$269K
3
+$243K
4
VT icon
Vanguard Total World Stock ETF
VT
+$179K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$172K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$16K 0.01%
236
+18
802
$16K 0.01%
105
-55
803
$16K 0.01%
345
804
$16K 0.01%
1,198
+999
805
$16K 0.01%
347
806
$16K 0.01%
706
807
$16K 0.01%
813
-483
808
$15K 0.01%
1,119
809
$15K 0.01%
194
+56
810
$15K 0.01%
247
+69
811
$15K 0.01%
110
812
$15K 0.01%
674
813
$15K 0.01%
4,976
814
$15K 0.01%
210
815
$15K 0.01%
343
816
$15K 0.01%
95
817
$15K 0.01%
88
818
$15K 0.01%
578
+51
819
$15K 0.01%
158
820
$15K 0.01%
478
821
$14K ﹤0.01%
1,320
+650
822
$14K ﹤0.01%
288
-230
823
$14K ﹤0.01%
116
824
$14K ﹤0.01%
263
+78
825
$14K ﹤0.01%
262
31 32
33
34 35