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
$259M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$479K
3 +$406K
4
TSLA icon
Tesla
TSLA
+$308K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$255K

Sector Composition

1 Technology 8.25%
2 Financials 7.44%
3 Healthcare 4.71%
4 Communication Services 2.97%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$10K ﹤0.01%
279
902
$10K ﹤0.01%
365
903
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117
904
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905
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441
906
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1,913
+451
907
$10K ﹤0.01%
274
+49
908
$10K ﹤0.01%
819
+336
909
$10K ﹤0.01%
344
910
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527
911
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+866
912
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913
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914
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915
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916
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917
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919
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920
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921
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180
+58
923
$9K ﹤0.01%
2,045
924
$9K ﹤0.01%
117
925
$9K ﹤0.01%
170
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