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
$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
+$291K
3
+$159K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$142K
5
TFC icon
Truist Financial
TFC
+$138K

Top Sells

1
+$314K
2
+$312K
3
+$281K
4
VT icon
Vanguard Total World Stock ETF
VT
+$186K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$176K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.91%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$14K ﹤0.01%
3,636
827
$14K ﹤0.01%
929
828
$14K ﹤0.01%
337
829
$14K ﹤0.01%
+500
830
$14K ﹤0.01%
698
831
$14K ﹤0.01%
263
+78
832
$14K ﹤0.01%
262
833
$14K ﹤0.01%
422
+343
834
$14K ﹤0.01%
252
-12
835
$14K ﹤0.01%
1,400
+800
836
$14K ﹤0.01%
+500
837
$14K ﹤0.01%
+1,000
838
$14K ﹤0.01%
120
+18
839
$14K ﹤0.01%
352
840
$14K ﹤0.01%
282
841
$14K ﹤0.01%
187
842
$14K ﹤0.01%
273
+199
843
$14K ﹤0.01%
354
844
$14K ﹤0.01%
329
-659
845
$14K ﹤0.01%
853
-394
846
$13K ﹤0.01%
+160
847
$13K ﹤0.01%
106
848
$13K ﹤0.01%
410
+48
849
$13K ﹤0.01%
595
850
$13K ﹤0.01%
208
+11
32 33
34
35 36