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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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$9K ﹤0.01%
202
-15
1052
$9K ﹤0.01%
171
1053
$9K ﹤0.01%
179
1054
$9K ﹤0.01%
292
1055
$9K ﹤0.01%
2,818
-268
1056
$9K ﹤0.01%
219
1057
$9K ﹤0.01%
96
1058
$9K ﹤0.01%
326
+59
1059
$9K ﹤0.01%
183
+51
1060
$9K ﹤0.01%
2,335
-11
1061
$9K ﹤0.01%
162
1062
$9K ﹤0.01%
888
1063
$9K ﹤0.01%
25
+23
1064
$9K ﹤0.01%
92
+32
1065
$9K ﹤0.01%
443
+51
1066
$9K ﹤0.01%
239
1067
$9K ﹤0.01%
460
1068
$9K ﹤0.01%
+225
1069
$9K ﹤0.01%
558
1070
$9K ﹤0.01%
53
1071
$9K ﹤0.01%
158
1072
$9K ﹤0.01%
46
1073
$9K ﹤0.01%
496
1074
$9K ﹤0.01%
271
1075
$9K ﹤0.01%
475
41 42
43
44 45