LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Sells

1 +$980K
2 +$602K
3 +$589K
4
WFC icon
Wells Fargo
WFC
+$253K
5
MNST icon
Monster Beverage
MNST
+$245K

Sector Composition

1 Technology 8.08%
2 Financials 5.53%
3 Healthcare 4.99%
4 Consumer Discretionary 3.13%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$6K ﹤0.01%
104
1027
$6K ﹤0.01%
+180
1028
$6K ﹤0.01%
+100
1029
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420
1030
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393
1031
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1032
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110
+21
1033
$6K ﹤0.01%
159
1034
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132
1035
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836
1036
$6K ﹤0.01%
+47
1037
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79
1038
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265
1039
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35
1040
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67
+11
1041
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1042
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1043
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1044
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1045
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70
1046
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1,055
+28
1047
$6K ﹤0.01%
102
1048
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1049
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228
-186
1050
$6K ﹤0.01%
150
+45