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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$12K ﹤0.01%
94
952
$12K ﹤0.01%
608
+177
953
$12K ﹤0.01%
373
954
$12K ﹤0.01%
220
+100
955
$12K ﹤0.01%
39
+4
956
$12K ﹤0.01%
120
+45
957
$12K ﹤0.01%
+4
958
$12K ﹤0.01%
310
+1
959
$12K ﹤0.01%
75
960
$12K ﹤0.01%
77
-5
961
$12K ﹤0.01%
+1,000
962
$12K ﹤0.01%
499
963
$12K ﹤0.01%
422
964
$12K ﹤0.01%
501
965
$11K ﹤0.01%
140
+11
966
$11K ﹤0.01%
662
967
$11K ﹤0.01%
1,757
+136
968
$11K ﹤0.01%
151
+131
969
$11K ﹤0.01%
156
+7
970
$11K ﹤0.01%
68
+13
971
$11K ﹤0.01%
505
+72
972
$11K ﹤0.01%
152
973
$11K ﹤0.01%
160
+91
974
$11K ﹤0.01%
107
+44
975
$11K ﹤0.01%
182
+39
37 38
39
40 41