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
1051
$5K ﹤0.01%
171
-148
1052
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133
1053
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112
+64
1054
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316
-1,132
1055
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1056
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+442
1057
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360
1058
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1059
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129
+72
1060
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648
1061
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1062
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1063
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+4
1064
$5K ﹤0.01%
51
-84
1065
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-13
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1067
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1068
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-586
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1070
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40
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1071
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1072
$5K ﹤0.01%
56
1073
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33
-12
1074
$5K ﹤0.01%
44
1075
$5K ﹤0.01%
227
+124
41 42
43
44 45