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
$259M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$479K
3 +$406K
4
TSLA icon
Tesla
TSLA
+$308K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$255K

Sector Composition

1 Technology 8.25%
2 Financials 7.44%
3 Healthcare 4.71%
4 Communication Services 2.97%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$7K ﹤0.01%
+5,157
977
$7K ﹤0.01%
82
978
$7K ﹤0.01%
88
979
$7K ﹤0.01%
148
980
$7K ﹤0.01%
126
+39
981
$7K ﹤0.01%
201
982
$7K ﹤0.01%
1,084
+29
983
$7K ﹤0.01%
317
984
$7K ﹤0.01%
112
985
$7K ﹤0.01%
170
986
$7K ﹤0.01%
570
-145
987
$7K ﹤0.01%
97
988
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132
989
$7K ﹤0.01%
+750
990
$7K ﹤0.01%
159
991
$7K ﹤0.01%
322
992
$7K ﹤0.01%
641
993
$7K ﹤0.01%
+216
994
$7K ﹤0.01%
2,000
-1,000
995
$7K ﹤0.01%
361
996
$7K ﹤0.01%
357
997
$7K ﹤0.01%
265
998
$7K ﹤0.01%
143
999
$6K ﹤0.01%
+839
1000
$6K ﹤0.01%
152