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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$15K ﹤0.01%
111
877
$15K ﹤0.01%
824
-36
878
$15K ﹤0.01%
+500
879
$15K ﹤0.01%
181
880
$15K ﹤0.01%
31
-17
881
$15K ﹤0.01%
242
882
$15K ﹤0.01%
418
+1
883
$15K ﹤0.01%
490
884
$15K ﹤0.01%
140
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885
$15K ﹤0.01%
324
886
$15K ﹤0.01%
148
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$15K ﹤0.01%
1,065
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$15K ﹤0.01%
90
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551
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890
$15K ﹤0.01%
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891
$15K ﹤0.01%
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892
$15K ﹤0.01%
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30
895
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896
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545
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237
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171
899
$15K ﹤0.01%
202
900
$15K ﹤0.01%
575
-46
34 35
36
37 38