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
$287M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$281K
3
+$162K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$141K
5
TFC icon
Truist Financial
TFC
+$133K

Top Sells

1
+$314K
2
+$269K
3
+$243K
4
VT icon
Vanguard Total World Stock ETF
VT
+$179K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$172K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
349
+36
877
$12K ﹤0.01%
192
+44
878
$12K ﹤0.01%
500
879
$12K ﹤0.01%
319
880
$12K ﹤0.01%
115
881
$12K ﹤0.01%
435
882
$12K ﹤0.01%
+500
883
$12K ﹤0.01%
115
884
$12K ﹤0.01%
1,308
885
$12K ﹤0.01%
312
886
$12K ﹤0.01%
381
887
$12K ﹤0.01%
1,387
-788
888
$12K ﹤0.01%
561
889
$12K ﹤0.01%
172
890
$12K ﹤0.01%
205
+127
891
$12K ﹤0.01%
392
+48
892
$12K ﹤0.01%
1,228
893
$12K ﹤0.01%
435
-208
894
$12K ﹤0.01%
248
-458
895
$12K ﹤0.01%
248
896
$11K ﹤0.01%
1,800
897
$11K ﹤0.01%
127
+51
898
$11K ﹤0.01%
318
899
$11K ﹤0.01%
166
+15
900
$11K ﹤0.01%
441
34 35
36
37 38