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
926
$9K ﹤0.01%
610
927
$9K ﹤0.01%
188
+76
928
$9K ﹤0.01%
75
-95
929
$9K ﹤0.01%
450
930
$9K ﹤0.01%
1,308
931
$9K ﹤0.01%
145
932
$9K ﹤0.01%
243
-173
933
$9K ﹤0.01%
+2,000
934
$9K ﹤0.01%
309
-1,582
935
$9K ﹤0.01%
342
936
$9K ﹤0.01%
228
937
$9K ﹤0.01%
195
-38
938
$9K ﹤0.01%
440
939
$8K ﹤0.01%
839
940
$8K ﹤0.01%
271
-34
941
$8K ﹤0.01%
1,500
-5,000
942
$8K ﹤0.01%
149
943
$8K ﹤0.01%
759
+389
944
$8K ﹤0.01%
92
+38
945
$8K ﹤0.01%
+609
946
$8K ﹤0.01%
88
-41
947
$8K ﹤0.01%
88
948
$8K ﹤0.01%
750
-2,250
949
$8K ﹤0.01%
126
950
$8K ﹤0.01%
361
36 37
38
39 40