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
901
$15K ﹤0.01%
38
-8
902
$15K ﹤0.01%
33
-2
903
$14K ﹤0.01%
23
-6
904
$14K ﹤0.01%
104
905
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88
-23
906
$14K ﹤0.01%
135
+85
907
$14K ﹤0.01%
417
908
$14K ﹤0.01%
338
909
$14K ﹤0.01%
155
910
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832
+55
911
$14K ﹤0.01%
313
-12
912
$14K ﹤0.01%
1,000
913
$14K ﹤0.01%
500
914
$14K ﹤0.01%
190
-36
915
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228
-13
916
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917
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918
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44
+5
919
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-18
920
$14K ﹤0.01%
803
921
$14K ﹤0.01%
310
922
$14K ﹤0.01%
1,420
-193
923
$13K ﹤0.01%
85
924
$13K ﹤0.01%
+300
925
$13K ﹤0.01%
422
35 36
37
38 39