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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
851
$31.6K ﹤0.01%
999
+43
852
$31.6K ﹤0.01%
297
+10
853
$31.4K ﹤0.01%
411
-14
854
$31.4K ﹤0.01%
167
855
$31.4K ﹤0.01%
824
+18
856
$31.4K ﹤0.01%
235
+37
857
$31.3K ﹤0.01%
420
+14
858
$31.1K ﹤0.01%
470
+16
859
$31K ﹤0.01%
1,132
+13
860
$31K ﹤0.01%
310
-602
861
$30.9K ﹤0.01%
495
-27
862
$30.9K ﹤0.01%
164
+10
863
$30.8K ﹤0.01%
665
+106
864
$30.5K ﹤0.01%
325
865
$30.5K ﹤0.01%
855
+109
866
$30.5K ﹤0.01%
286
+10
867
$30.4K ﹤0.01%
1,352
868
$30.3K ﹤0.01%
851
+141
869
$30.2K ﹤0.01%
816
+213
870
$30.1K ﹤0.01%
191
871
$30.1K ﹤0.01%
726
-20
872
$30K ﹤0.01%
451
+8
873
$30K ﹤0.01%
377
+6
874
$29.9K ﹤0.01%
150
+59
875
$29.8K ﹤0.01%
866
-19,845
33 34
35
36 37