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
$259M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$479K
3 +$406K
4
TSLA icon
Tesla
TSLA
+$308K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$255K

Sector Composition

1 Technology 8.25%
2 Financials 7.44%
3 Healthcare 4.71%
4 Communication Services 2.97%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$11K ﹤0.01%
106
852
$11K ﹤0.01%
670
+110
853
$11K ﹤0.01%
208
854
$11K ﹤0.01%
406
855
$11K ﹤0.01%
493
856
$11K ﹤0.01%
1,054
+733
857
$11K ﹤0.01%
100
858
$11K ﹤0.01%
1,035
-235
859
$11K ﹤0.01%
300
-40
860
$11K ﹤0.01%
129
861
$11K ﹤0.01%
2,192
862
$11K ﹤0.01%
72
863
$11K ﹤0.01%
136
864
$11K ﹤0.01%
148
865
$11K ﹤0.01%
248
866
$11K ﹤0.01%
292
867
$11K ﹤0.01%
569
868
$11K ﹤0.01%
+250
869
$11K ﹤0.01%
381
870
$11K ﹤0.01%
271
+7
871
$11K ﹤0.01%
117
872
$11K ﹤0.01%
561
873
$11K ﹤0.01%
352
874
$11K ﹤0.01%
282
875
$11K ﹤0.01%
+460