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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$16K ﹤0.01%
1,512
+46
827
$16K ﹤0.01%
29
+7
828
$16K ﹤0.01%
417
+86
829
$16K ﹤0.01%
190
+50
830
$16K ﹤0.01%
302
831
$16K ﹤0.01%
325
+12
832
$16K ﹤0.01%
1,019
+314
833
$16K ﹤0.01%
80
834
$16K ﹤0.01%
319
+14
835
$16K ﹤0.01%
2,079
836
$16K ﹤0.01%
181
837
$16K ﹤0.01%
865
+201
838
$16K ﹤0.01%
67
-5
839
$16K ﹤0.01%
545
+26
840
$16K ﹤0.01%
182
+79
841
$16K ﹤0.01%
275
+39
842
$15K ﹤0.01%
125
+88
843
$15K ﹤0.01%
35
+3
844
$15K ﹤0.01%
129
+64
845
$15K ﹤0.01%
47
846
$15K ﹤0.01%
490
847
$15K ﹤0.01%
266
848
$15K ﹤0.01%
490
+218
849
$15K ﹤0.01%
108
+31
850
$15K ﹤0.01%
41
+4
32 33
34
35 36