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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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.05M
3
+$998K
4
OKE icon
Oneok
OKE
+$877K
5
KMI icon
Kinder Morgan
KMI
+$786K

Top Sells

1
+$7.4M
2
+$2.21M
3
+$1.87M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.62M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$36.3K ﹤0.01%
10,573
+1,082
802
$36.2K ﹤0.01%
629
+42
803
$36.2K ﹤0.01%
716
+540
804
$36.1K ﹤0.01%
607
+42
805
$36K ﹤0.01%
395
-43
806
$36K ﹤0.01%
88
+15
807
$35.8K ﹤0.01%
1,932
-36
808
$35.6K ﹤0.01%
+3,000
809
$35.6K ﹤0.01%
2,500
810
$35.6K ﹤0.01%
5,143
-1,293
811
$35.6K ﹤0.01%
319
+6
812
$35.3K ﹤0.01%
265
+8
813
$35.3K ﹤0.01%
226
+12
814
$35.1K ﹤0.01%
465
+7
815
$35.1K ﹤0.01%
505
-96
816
$34.7K ﹤0.01%
685
+597
817
$34.6K ﹤0.01%
2,000
818
$34.5K ﹤0.01%
316
+11
819
$34.5K ﹤0.01%
213
-10
820
$34.2K ﹤0.01%
362
+7
821
$34.2K ﹤0.01%
112
+1
822
$34K ﹤0.01%
892
+72
823
$33.9K ﹤0.01%
265
-225
824
$33.6K ﹤0.01%
781
+22
825
$33.5K ﹤0.01%
458
+111
31 32
33
34 35