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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$8K ﹤0.01%
56
1127
$8K ﹤0.01%
312
1128
$8K ﹤0.01%
319
1129
$8K ﹤0.01%
83
-5
1130
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38
+12
1131
$8K ﹤0.01%
125
1132
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1133
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1134
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+34
1135
$8K ﹤0.01%
219
1136
$8K ﹤0.01%
48
-97
1137
$8K ﹤0.01%
215
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1138
$8K ﹤0.01%
76
1139
$8K ﹤0.01%
92
1140
$8K ﹤0.01%
248
+122
1141
$8K ﹤0.01%
221
+206
1142
$8K ﹤0.01%
426
+47
1143
$8K ﹤0.01%
392
-51
1144
$8K ﹤0.01%
+227
1145
$8K ﹤0.01%
754
1146
$8K ﹤0.01%
1,000
1147
$8K ﹤0.01%
582
1148
$8K ﹤0.01%
87
1149
$8K ﹤0.01%
68
1150
$8K ﹤0.01%
28
44 45
46
47 48