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
1076
$5K ﹤0.01%
127
1077
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120
+15
1078
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45
1079
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-62
1080
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1081
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537
-231
1082
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1084
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48
+26
1086
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1087
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1088
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1089
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+39
1090
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173
-28
1091
$4K ﹤0.01%
139
1092
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1093
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19
+10
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$4K ﹤0.01%
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1096
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1097
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15
1098
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14
1099
$4K ﹤0.01%
89
1100
$4K ﹤0.01%
208
+194
42 43
44
45 46