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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$889K
3
+$780K
4
CRM icon
Salesforce
CRM
+$422K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$374K

Top Sells

1
+$561K
2
+$420K
3
+$171K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$143K

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
1076
$5K ﹤0.01%
360
1077
$5K ﹤0.01%
59
1078
$5K ﹤0.01%
129
+72
1079
$5K ﹤0.01%
648
1080
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89
1081
$5K ﹤0.01%
19
1082
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148
1083
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537
-231
1084
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143
-314
1085
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48
+26
1086
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113
-1
1087
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76
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1088
$5K ﹤0.01%
227
1089
$5K ﹤0.01%
+39
1090
$5K ﹤0.01%
83
1091
$4K ﹤0.01%
82
-3
1092
$4K ﹤0.01%
73
+36
1093
$4K ﹤0.01%
68
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1094
$4K ﹤0.01%
78
-44
1095
$4K ﹤0.01%
26
1096
$4K ﹤0.01%
56
1097
$4K ﹤0.01%
+74
1098
$4K ﹤0.01%
103
+88
1099
$4K ﹤0.01%
46
1100
$4K ﹤0.01%
86
42 43
44
45 46