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

Top Sells

1 +$11M
2 +$6.01M
3 +$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$8K ﹤0.01%
696
1127
$7K ﹤0.01%
451
1128
$7K ﹤0.01%
1,198
+4
1129
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1130
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1131
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389
1132
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52
+3
1133
$7K ﹤0.01%
306
+20
1134
$7K ﹤0.01%
85
1135
$7K ﹤0.01%
107
1136
$7K ﹤0.01%
1,058
1137
$7K ﹤0.01%
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1138
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727
1139
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585
1140
$7K ﹤0.01%
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1141
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1142
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1144
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1145
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395
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1147
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1148
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36
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$7K ﹤0.01%
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1150
$7K ﹤0.01%
37
+6