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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
826
$33.5K ﹤0.01%
473
-92
827
$33.4K ﹤0.01%
5,183
828
$33.4K ﹤0.01%
2,267
+67
829
$33.1K ﹤0.01%
670
+10
830
$33.1K ﹤0.01%
280
831
$33K ﹤0.01%
157
832
$32.9K ﹤0.01%
+1,413
833
$32.9K ﹤0.01%
784
+193
834
$32.9K ﹤0.01%
3,159
+41
835
$32.8K ﹤0.01%
2,403
+119
836
$32.8K ﹤0.01%
583
-6
837
$32.6K ﹤0.01%
1,045
-20
838
$32.5K ﹤0.01%
218
+6
839
$32.4K ﹤0.01%
1,000
+100
840
$32.2K ﹤0.01%
353
-31
841
$32.1K ﹤0.01%
792
-1
842
$32.1K ﹤0.01%
1,299
-16
843
$31.9K ﹤0.01%
2,000
844
$31.8K ﹤0.01%
4,992
+15
845
$31.8K ﹤0.01%
769
-95
846
$31.7K ﹤0.01%
23
+8
847
$31.7K ﹤0.01%
598
+27
848
$31.6K ﹤0.01%
1,000
849
$31.6K ﹤0.01%
160
+10
850
$31.6K ﹤0.01%
350
-1,330
32 33
34
35 36