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
$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
+$291K
3
+$159K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$142K
5
TFC icon
Truist Financial
TFC
+$138K

Top Sells

1
+$314K
2
+$312K
3
+$281K
4
VT icon
Vanguard Total World Stock ETF
VT
+$186K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$176K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.91%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$4K ﹤0.01%
62
1177
$4K ﹤0.01%
15
1178
$4K ﹤0.01%
245
-1,333
1179
$4K ﹤0.01%
208
1180
$4K ﹤0.01%
107
-172
1181
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40
1182
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240
-968
1183
$3K ﹤0.01%
60
1184
$3K ﹤0.01%
488
1185
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36
1186
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138
1187
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48
-31
1188
$3K ﹤0.01%
49
1189
$3K ﹤0.01%
58
1190
$3K ﹤0.01%
2,255
-1,764
1191
$3K ﹤0.01%
211
1192
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50
1193
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1194
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1195
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1196
$3K ﹤0.01%
+24
1197
$3K ﹤0.01%
67
1198
$3K ﹤0.01%
111
1199
$3K ﹤0.01%
34
1200
$3K ﹤0.01%
180
46 47
48
49 50