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
876
$11K ﹤0.01%
2,045
877
$11K ﹤0.01%
352
878
$11K ﹤0.01%
1,738
-16,925
879
$11K ﹤0.01%
1,913
880
$11K ﹤0.01%
+421
881
$11K ﹤0.01%
998
-1,474
882
$11K ﹤0.01%
172
-16
883
$11K ﹤0.01%
5,830
-8,298
884
$11K ﹤0.01%
344
885
$11K ﹤0.01%
326
886
$11K ﹤0.01%
1,228
+241
887
$11K ﹤0.01%
278
888
$11K ﹤0.01%
1,000
889
$11K ﹤0.01%
332
890
$10K ﹤0.01%
569
891
$10K ﹤0.01%
178
892
$10K ﹤0.01%
391
+255
893
$10K ﹤0.01%
95
-5
894
$10K ﹤0.01%
589
895
$10K ﹤0.01%
941
896
$10K ﹤0.01%
76
+17
897
$10K ﹤0.01%
481
898
$10K ﹤0.01%
108
899
$10K ﹤0.01%
138
+35
900
$10K ﹤0.01%
185
34 35
36
37 38