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
951
$8K ﹤0.01%
200
952
$8K ﹤0.01%
87
-49
953
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954
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205
-87
955
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+160
956
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58
+14
957
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380
-36
958
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345
+210
959
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279
960
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146
-39
961
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962
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963
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964
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965
$8K ﹤0.01%
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966
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309
967
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+193
968
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300
969
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-17
970
$8K ﹤0.01%
+971
971
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500
972
$8K ﹤0.01%
+579
973
$8K ﹤0.01%
50
974
$8K ﹤0.01%
159
975
$8K ﹤0.01%
293
-29
37 38
39
40 41