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
951
$13K ﹤0.01%
209
-15
952
$13K ﹤0.01%
295
953
$13K ﹤0.01%
828
954
$13K ﹤0.01%
62
955
$13K ﹤0.01%
94
956
$13K ﹤0.01%
225
957
$13K ﹤0.01%
116
+27
958
$13K ﹤0.01%
900
959
$13K ﹤0.01%
+531
960
$13K ﹤0.01%
586
961
$13K ﹤0.01%
104
+4
962
$13K ﹤0.01%
109
963
$13K ﹤0.01%
201
-8
964
$13K ﹤0.01%
558
965
$13K ﹤0.01%
115
-222
966
$12K ﹤0.01%
3,541
+197
967
$12K ﹤0.01%
149
+9
968
$12K ﹤0.01%
137
-7
969
$12K ﹤0.01%
428
970
$12K ﹤0.01%
18
971
$12K ﹤0.01%
61
-2
972
$12K ﹤0.01%
68
973
$12K ﹤0.01%
713
974
$12K ﹤0.01%
165
+44
975
$12K ﹤0.01%
160
37 38
39
40 41