We are live on ! Find out more
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
1176
$3K ﹤0.01%
+34
1177
$3K ﹤0.01%
33
1178
$3K ﹤0.01%
39
1179
$3K ﹤0.01%
+48
1180
$3K ﹤0.01%
79
1181
$3K ﹤0.01%
+37
1182
$3K ﹤0.01%
130
1183
$3K ﹤0.01%
+30
1184
$3K ﹤0.01%
60
1185
$3K ﹤0.01%
14
1186
$3K ﹤0.01%
+160
1187
$3K ﹤0.01%
62
+25
1188
$3K ﹤0.01%
516
1189
$3K ﹤0.01%
50
-26
1190
$3K ﹤0.01%
71
-178
1191
$3K ﹤0.01%
102
1192
$3K ﹤0.01%
71
-25
1193
$3K ﹤0.01%
+293
1194
$3K ﹤0.01%
+213
1195
$3K ﹤0.01%
120
1196
$3K ﹤0.01%
61
-62
1197
$3K ﹤0.01%
34
-6
1198
$3K ﹤0.01%
+34
1199
$3K ﹤0.01%
23
1200
$3K ﹤0.01%
+232
46 47
48
49 50