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
1176
$3K ﹤0.01%
+34
1177
$3K ﹤0.01%
+19
1178
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38
1179
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108
1180
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38
1181
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44
1182
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+75
1183
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1184
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40
1185
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+70
1186
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1187
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1188
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+34
1189
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33
1190
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39
1191
$3K ﹤0.01%
216
1192
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+48
1193
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1194
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+37
1195
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51
+33
1196
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130
1197
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+30
1198
$3K ﹤0.01%
229
-143
1199
$3K ﹤0.01%
70
1200
$3K ﹤0.01%
600
+300
46 47
48
49 50