We are live on ! Find out more
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 +$962K
2 +$585K
3 +$566K
4
NBEV
NewAge, Inc. Common Stock (Delaware)
NBEV
+$264K
5
WFC icon
Wells Fargo
WFC
+$258K

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
1076
$5K ﹤0.01%
45
1077
$5K ﹤0.01%
9
1078
$5K ﹤0.01%
78
1079
$5K ﹤0.01%
51
1080
$5K ﹤0.01%
483
1081
$5K ﹤0.01%
178
-29
1082
$5K ﹤0.01%
233
1083
$5K ﹤0.01%
2,287
-5,000
1084
$5K ﹤0.01%
46
1085
$5K ﹤0.01%
+2,500
1086
$5K ﹤0.01%
63
1087
$5K ﹤0.01%
16
1088
$5K ﹤0.01%
170
1089
$5K ﹤0.01%
138
1090
$5K ﹤0.01%
188
1091
$5K ﹤0.01%
83
1092
$5K ﹤0.01%
102
1093
$5K ﹤0.01%
443
1094
$4K ﹤0.01%
+76
1095
$4K ﹤0.01%
144
1096
$4K ﹤0.01%
45
1097
$4K ﹤0.01%
153
1098
$4K ﹤0.01%
133
1099
$4K ﹤0.01%
139
1100
$4K ﹤0.01%
93