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
1026
$6K ﹤0.01%
500
1027
$6K ﹤0.01%
383
1028
$6K ﹤0.01%
50
1029
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59
1030
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83
1031
$6K ﹤0.01%
605
+338
1032
$6K ﹤0.01%
160
1033
$6K ﹤0.01%
102
1034
$6K ﹤0.01%
318
1035
$6K ﹤0.01%
63
1036
$6K ﹤0.01%
227
-132
1037
$6K ﹤0.01%
1,194
1038
$6K ﹤0.01%
51
1039
$6K ﹤0.01%
836
1040
$6K ﹤0.01%
150
1041
$6K ﹤0.01%
167
1042
$6K ﹤0.01%
160
1043
$5K ﹤0.01%
133
1044
$5K ﹤0.01%
96
1045
$5K ﹤0.01%
39
1046
$5K ﹤0.01%
47
+19
1047
$5K ﹤0.01%
125
1048
$5K ﹤0.01%
151
-117
1049
$5K ﹤0.01%
+370
1050
$5K ﹤0.01%
350