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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
$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
851
$15K ﹤0.01%
338
+13
852
$15K ﹤0.01%
224
+15
853
$15K ﹤0.01%
202
854
$15K ﹤0.01%
125
+88
855
$15K ﹤0.01%
35
+3
856
$15K ﹤0.01%
121
-30
857
$15K ﹤0.01%
129
+64
858
$15K ﹤0.01%
490
+218
859
$15K ﹤0.01%
+500
860
$14K ﹤0.01%
111
+4
861
$14K ﹤0.01%
+213
862
$14K ﹤0.01%
154
863
$14K ﹤0.01%
242
864
$14K ﹤0.01%
237
865
$14K ﹤0.01%
63
-1
866
$14K ﹤0.01%
851
+105
867
$14K ﹤0.01%
95
868
$14K ﹤0.01%
81
+9
869
$14K ﹤0.01%
390
+80
870
$14K ﹤0.01%
777
871
$14K ﹤0.01%
+1,080
872
$14K ﹤0.01%
728
+79
873
$14K ﹤0.01%
137
874
$14K ﹤0.01%
30
875
$14K ﹤0.01%
1,308
33 34
35
36 37