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
$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
+$291K
3
+$159K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$142K
5
TFC icon
Truist Financial
TFC
+$138K

Top Sells

1
+$314K
2
+$312K
3
+$281K
4
VT icon
Vanguard Total World Stock ETF
VT
+$186K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$176K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.91%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
435
877
$12K ﹤0.01%
+500
878
$12K ﹤0.01%
115
879
$12K ﹤0.01%
1,308
880
$12K ﹤0.01%
312
881
$12K ﹤0.01%
381
882
$12K ﹤0.01%
1,387
-788
883
$12K ﹤0.01%
561
884
$12K ﹤0.01%
217
885
$12K ﹤0.01%
172
886
$12K ﹤0.01%
205
+127
887
$12K ﹤0.01%
392
+48
888
$12K ﹤0.01%
1,228
889
$12K ﹤0.01%
435
-208
890
$12K ﹤0.01%
248
-458
891
$12K ﹤0.01%
248
892
$12K ﹤0.01%
109
893
$12K ﹤0.01%
327
894
$12K ﹤0.01%
2,268
895
$12K ﹤0.01%
332
896
$11K ﹤0.01%
42
+14
897
$11K ﹤0.01%
190
898
$11K ﹤0.01%
95
899
$11K ﹤0.01%
941
900
$11K ﹤0.01%
104
34 35
36
37 38