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
$287M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$281K
3
+$162K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$141K
5
TFC icon
Truist Financial
TFC
+$133K

Top Sells

1
+$314K
2
+$269K
3
+$243K
4
VT icon
Vanguard Total World Stock ETF
VT
+$179K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$172K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$4K ﹤0.01%
73
1177
$4K ﹤0.01%
516
1178
$4K ﹤0.01%
140
+47
1179
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160
1180
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1181
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26
1182
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+183
1183
$3K ﹤0.01%
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1184
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102
1185
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212
+42
1186
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92
1187
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13
1188
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70
1189
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61
1190
$3K ﹤0.01%
+37
1191
$3K ﹤0.01%
74
1192
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396
1193
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1194
$3K ﹤0.01%
51
1195
$3K ﹤0.01%
+106
1196
$3K ﹤0.01%
130
1197
$3K ﹤0.01%
229
1198
$3K ﹤0.01%
14
1199
$3K ﹤0.01%
160
1200
$3K ﹤0.01%
52
46 47
48
49 50