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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
1151
$3K ﹤0.01%
58
1152
$3K ﹤0.01%
+263
1153
$3K ﹤0.01%
+20
1154
$3K ﹤0.01%
+2
1155
$3K ﹤0.01%
205
-288
1156
$3K ﹤0.01%
21
1157
$3K ﹤0.01%
116
-35
1158
$3K ﹤0.01%
211
1159
$3K ﹤0.01%
74
1160
$3K ﹤0.01%
107
1161
$3K ﹤0.01%
170
1162
$3K ﹤0.01%
61
+41
1163
$3K ﹤0.01%
67
+53
1164
$3K ﹤0.01%
153
-38
1165
$3K ﹤0.01%
+111
1166
$3K ﹤0.01%
+19
1167
$3K ﹤0.01%
108
1168
$3K ﹤0.01%
38
1169
$3K ﹤0.01%
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1170
$3K ﹤0.01%
+75
1171
$3K ﹤0.01%
37
1172
$3K ﹤0.01%
40
1173
$3K ﹤0.01%
+70
1174
$3K ﹤0.01%
172
1175
$3K ﹤0.01%
37
45 46
47
48 49