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 Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

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
1151
$7K ﹤0.01%
377
1152
$7K ﹤0.01%
71
-6
1153
$7K ﹤0.01%
37
+3
1154
$7K ﹤0.01%
101
1155
$7K ﹤0.01%
2,577
-1,276
1156
$7K ﹤0.01%
191
1157
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164
+16
1158
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-17
1159
$7K ﹤0.01%
76
1160
$7K ﹤0.01%
+150
1161
$7K ﹤0.01%
450
1162
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2
1163
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11
-4
1164
$7K ﹤0.01%
+100
1165
$7K ﹤0.01%
754
1166
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1167
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1168
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843
+242
1169
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
28
+5
1173
$7K ﹤0.01%
165
+82
1174
$7K ﹤0.01%
76
+68
1175
$7K ﹤0.01%
135
45 46
47
48 49