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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$14K ﹤0.01%
1,345
877
$14K ﹤0.01%
12
+10
878
$14K ﹤0.01%
81
-22
879
$14K ﹤0.01%
1,013
-606
880
$14K ﹤0.01%
586
881
$14K ﹤0.01%
209
+8
882
$14K ﹤0.01%
1,874
883
$14K ﹤0.01%
545
+272
884
$14K ﹤0.01%
560
885
$14K ﹤0.01%
1,854
+262
886
$14K ﹤0.01%
111
+4
887
$14K ﹤0.01%
+213
888
$14K ﹤0.01%
154
889
$13K ﹤0.01%
230
-19
890
$13K ﹤0.01%
104
-6
891
$13K ﹤0.01%
85
892
$13K ﹤0.01%
200
893
$13K ﹤0.01%
7
+1
894
$13K ﹤0.01%
129
895
$13K ﹤0.01%
149
+89
896
$13K ﹤0.01%
139
+5
897
$13K ﹤0.01%
1,380
898
$13K ﹤0.01%
713
899
$13K ﹤0.01%
417
+19
900
$13K ﹤0.01%
116
+66
34 35
36
37 38