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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

Sector Composition

1 Technology 8.52%
2 Financials 7.43%
3 Healthcare 4.54%
4 Communication Services 2.9%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$10K ﹤0.01%
300
902
$10K ﹤0.01%
115
+18
903
$10K ﹤0.01%
180
904
$10K ﹤0.01%
390
+25
905
$10K ﹤0.01%
144
+27
906
$10K ﹤0.01%
102
-15
907
$10K ﹤0.01%
288
908
$10K ﹤0.01%
441
909
$10K ﹤0.01%
272
+161
910
$10K ﹤0.01%
+225
911
$10K ﹤0.01%
1,800
912
$10K ﹤0.01%
327
913
$10K ﹤0.01%
227
+13
914
$10K ﹤0.01%
2,268
915
$10K ﹤0.01%
179
916
$9K ﹤0.01%
135
-90
917
$9K ﹤0.01%
105
918
$9K ﹤0.01%
624
919
$9K ﹤0.01%
58
920
$9K ﹤0.01%
29
+7
921
$9K ﹤0.01%
148
922
$9K ﹤0.01%
+104
923
$9K ﹤0.01%
279
+63
924
$9K ﹤0.01%
185
+35
925
$9K ﹤0.01%
3,636
+2,672
35 36
37
38 39