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
976
$7K ﹤0.01%
152
977
$7K ﹤0.01%
77
-26
978
$7K ﹤0.01%
393
979
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382
+157
980
$7K ﹤0.01%
85
981
$7K ﹤0.01%
1,035
982
$7K ﹤0.01%
173
983
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171
-104
984
$7K ﹤0.01%
577
-64
985
$7K ﹤0.01%
167
986
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160
987
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319
+83
988
$7K ﹤0.01%
35
+9
989
$7K ﹤0.01%
1,581
990
$7K ﹤0.01%
315
+171
991
$7K ﹤0.01%
29
-19
992
$7K ﹤0.01%
87
+32
993
$7K ﹤0.01%
393
994
$7K ﹤0.01%
173
-480
995
$7K ﹤0.01%
264
-28
996
$7K ﹤0.01%
95
-24
997
$7K ﹤0.01%
1,114
+30
998
$7K ﹤0.01%
1,170
+814
999
$7K ﹤0.01%
+400
1000
$7K ﹤0.01%
170
38 39
40
41 42