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

Top Buys

1 +$11.3M
2 +$3.82M
3 +$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1 +$11M
2 +$6.01M
3 +$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$8K ﹤0.01%
216
+15
1127
$7K ﹤0.01%
+350
1128
$7K ﹤0.01%
107
1129
$7K ﹤0.01%
1,058
1130
$7K ﹤0.01%
86
1131
$7K ﹤0.01%
727
1132
$7K ﹤0.01%
135
1133
$7K ﹤0.01%
204
1134
$7K ﹤0.01%
14
1135
$7K ﹤0.01%
76
1136
$7K ﹤0.01%
854
1137
$7K ﹤0.01%
395
+33
1138
$7K ﹤0.01%
125
1139
$7K ﹤0.01%
36
+21
1140
$7K ﹤0.01%
212
1141
$7K ﹤0.01%
37
+6
1142
$7K ﹤0.01%
377
1143
$7K ﹤0.01%
71
-6
1144
$7K ﹤0.01%
37
+3
1145
$7K ﹤0.01%
2
1146
$7K ﹤0.01%
450
1147
$7K ﹤0.01%
109
+7
1148
$7K ﹤0.01%
585
1149
$7K ﹤0.01%
56
1150
$7K ﹤0.01%
92