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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
826
$14K ﹤0.01%
120
+18
827
$14K ﹤0.01%
352
828
$14K ﹤0.01%
354
829
$14K ﹤0.01%
500
-500
830
$14K ﹤0.01%
774
831
$14K ﹤0.01%
3,636
832
$14K ﹤0.01%
929
833
$14K ﹤0.01%
337
834
$14K ﹤0.01%
+500
835
$14K ﹤0.01%
698
836
$14K ﹤0.01%
422
+343
837
$14K ﹤0.01%
252
-12
838
$14K ﹤0.01%
1,400
+800
839
$14K ﹤0.01%
+500
840
$14K ﹤0.01%
+1,000
841
$14K ﹤0.01%
282
842
$14K ﹤0.01%
187
843
$14K ﹤0.01%
273
+199
844
$14K ﹤0.01%
329
-659
845
$14K ﹤0.01%
853
-394
846
$13K ﹤0.01%
2,751
-225
847
$13K ﹤0.01%
773
-411
848
$13K ﹤0.01%
36
+22
849
$13K ﹤0.01%
+160
850
$13K ﹤0.01%
106
32 33
34
35 36