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
$363M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,924
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$553K
3
+$389K
4
CUE icon
Cue Biopharma
CUE
+$384K
5
DRIP icon
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
+$345K

Top Sells

1
+$1.51M
2
+$774K
3
+$505K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$478K
5
AMD icon
Advanced Micro Devices
AMD
+$336K

Sector Composition

1 Financials 13.45%
2 Technology 11.55%
3 Healthcare 3.7%
4 Consumer Discretionary 3.33%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$10K ﹤0.01%
603
852
$10K ﹤0.01%
558
853
$10K ﹤0.01%
226
+150
854
$10K ﹤0.01%
46
855
$9K ﹤0.01%
1,701
856
$9K ﹤0.01%
147
+43
857
$9K ﹤0.01%
94
858
$9K ﹤0.01%
110
+7
859
$9K ﹤0.01%
422
860
$9K ﹤0.01%
1,425
+180
861
$9K ﹤0.01%
140
862
$9K ﹤0.01%
313
863
$9K ﹤0.01%
32
+12
864
$9K ﹤0.01%
1,777
865
$9K ﹤0.01%
236
+144
866
$9K ﹤0.01%
+196
867
$9K ﹤0.01%
105
868
$9K ﹤0.01%
181
+31
869
$9K ﹤0.01%
158
+9
870
$9K ﹤0.01%
728
871
$9K ﹤0.01%
65
+15
872
$9K ﹤0.01%
103
+6
873
$9K ﹤0.01%
477
-213
874
$9K ﹤0.01%
+266
875
$9K ﹤0.01%
224
+130
33 34
35
36 37