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
801
$17K ﹤0.01%
568
+65
802
$17K ﹤0.01%
342
803
$17K ﹤0.01%
+20
804
$17K ﹤0.01%
2,161
-526
805
$17K ﹤0.01%
80
+30
806
$17K ﹤0.01%
601
807
$17K ﹤0.01%
169
+82
808
$17K ﹤0.01%
250
+125
809
$17K ﹤0.01%
62
+24
810
$17K ﹤0.01%
469
811
$17K ﹤0.01%
1,450
812
$17K ﹤0.01%
47
+12
813
$17K ﹤0.01%
335
+58
814
$17K ﹤0.01%
130
+25
815
$17K ﹤0.01%
411
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816
$17K ﹤0.01%
1,878
817
$17K ﹤0.01%
651
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818
$17K ﹤0.01%
603
819
$17K ﹤0.01%
+125
820
$17K ﹤0.01%
1,613
+768
821
$17K ﹤0.01%
4,463
822
$16K ﹤0.01%
29
+7
823
$16K ﹤0.01%
2,079
824
$16K ﹤0.01%
181
825
$16K ﹤0.01%
417
+86
31 32
33
34 35