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
1126
$4K ﹤0.01%
274
+127
1127
$4K ﹤0.01%
+188
1128
$4K ﹤0.01%
36
1129
$4K ﹤0.01%
104
1130
$4K ﹤0.01%
56
+39
1131
$4K ﹤0.01%
160
1132
$4K ﹤0.01%
+645
1133
$4K ﹤0.01%
83
1134
$4K ﹤0.01%
69
1135
$3K ﹤0.01%
+21
1136
$3K ﹤0.01%
180
+116
1137
$3K ﹤0.01%
21
1138
$3K ﹤0.01%
116
-35
1139
$3K ﹤0.01%
211
1140
$3K ﹤0.01%
+111
1141
$3K ﹤0.01%
216
1142
$3K ﹤0.01%
+48
1143
$3K ﹤0.01%
79
1144
$3K ﹤0.01%
130
1145
$3K ﹤0.01%
+110
1146
$3K ﹤0.01%
157
1147
$3K ﹤0.01%
140
1148
$3K ﹤0.01%
89
1149
$3K ﹤0.01%
+61
1150
$3K ﹤0.01%
250
+62
44 45
46
47 48