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
1151
$3K ﹤0.01%
+20
1152
$3K ﹤0.01%
+2
1153
$3K ﹤0.01%
205
-288
1154
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1156
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1157
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50
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1159
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1160
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1161
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61
+41
1162
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67
+53
1165
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+111
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1167
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1169
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1170
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180
+116
1171
$3K ﹤0.01%
+232
1172
$3K ﹤0.01%
63
+13
1173
$3K ﹤0.01%
+97
1174
$3K ﹤0.01%
13
1175
$3K ﹤0.01%
315
45 46
47
48 49