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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

Sector Composition

1 Technology 8.52%
2 Financials 7.43%
3 Healthcare 4.54%
4 Communication Services 2.9%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$12K ﹤0.01%
282
852
$12K ﹤0.01%
217
853
$12K ﹤0.01%
527
854
$12K ﹤0.01%
158
+1
855
$12K ﹤0.01%
205
-123
856
$12K ﹤0.01%
248
857
$12K ﹤0.01%
478
858
$12K ﹤0.01%
354
+212
859
$11K ﹤0.01%
106
860
$11K ﹤0.01%
670
861
$11K ﹤0.01%
190
-18
862
$11K ﹤0.01%
559
+385
863
$11K ﹤0.01%
228
864
$11K ﹤0.01%
112
865
$11K ﹤0.01%
774
-289
866
$11K ﹤0.01%
313
867
$11K ﹤0.01%
300
868
$11K ﹤0.01%
+500
869
$11K ﹤0.01%
1,119
-3,395
870
$11K ﹤0.01%
115
871
$11K ﹤0.01%
337
+53
872
$11K ﹤0.01%
339
-520
873
$11K ﹤0.01%
110
-24
874
$11K ﹤0.01%
135
+64
875
$11K ﹤0.01%
312
+54
33 34
35
36 37