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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

Sector Composition

1 Technology 8.52%
2 Financials 7.43%
3 Healthcare 4.54%
4 Communication Services 2.9%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$13K ﹤0.01%
248
827
$13K ﹤0.01%
1,027
-3,498
828
$13K ﹤0.01%
332
829
$13K ﹤0.01%
+500
830
$13K ﹤0.01%
264
-268
831
$13K ﹤0.01%
561
832
$13K ﹤0.01%
887
833
$13K ﹤0.01%
138
834
$13K ﹤0.01%
109
-12
835
$13K ﹤0.01%
333
+259
836
$13K ﹤0.01%
126
837
$13K ﹤0.01%
347
+250
838
$12K ﹤0.01%
135
-12
839
$12K ﹤0.01%
362
+78
840
$12K ﹤0.01%
595
-411
841
$12K ﹤0.01%
521
-409
842
$12K ﹤0.01%
406
843
$12K ﹤0.01%
7,113
844
$12K ﹤0.01%
767
-147
845
$12K ﹤0.01%
76
846
$12K ﹤0.01%
435
847
$12K ﹤0.01%
698
-47
848
$12K ﹤0.01%
381
849
$12K ﹤0.01%
3,162
-34,228
850
$12K ﹤0.01%
320
32 33
34
35 36