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
$250M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Sells

1 +$980K
2 +$602K
3 +$589K
4
WFC icon
Wells Fargo
WFC
+$253K
5
MNST icon
Monster Beverage
MNST
+$245K

Sector Composition

1 Technology 8.08%
2 Financials 5.53%
3 Healthcare 4.99%
4 Consumer Discretionary 3.13%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$10K ﹤0.01%
288
902
$10K ﹤0.01%
201
903
$10K ﹤0.01%
318
904
$10K ﹤0.01%
+750
905
$10K ﹤0.01%
231
906
$10K ﹤0.01%
359
907
$9K ﹤0.01%
116
908
$9K ﹤0.01%
148
+77
909
$9K ﹤0.01%
122
910
$9K ﹤0.01%
202
911
$9K ﹤0.01%
1,308
912
$9K ﹤0.01%
+193
913
$9K ﹤0.01%
292
914
$9K ﹤0.01%
279
915
$9K ﹤0.01%
281
916
$9K ﹤0.01%
309
917
$9K ﹤0.01%
225
+71
918
$9K ﹤0.01%
+2,000
919
$9K ﹤0.01%
53
+36
920
$9K ﹤0.01%
85
921
$9K ﹤0.01%
175
922
$9K ﹤0.01%
106
923
$9K ﹤0.01%
163
924
$9K ﹤0.01%
228
925
$9K ﹤0.01%
447
+108