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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
1201
$3K ﹤0.01%
63
+13
1202
$3K ﹤0.01%
38
1203
$3K ﹤0.01%
51
+33
1204
$3K ﹤0.01%
229
-143
1205
$3K ﹤0.01%
70
1206
$3K ﹤0.01%
600
+300
1207
$3K ﹤0.01%
1,894
1208
$3K ﹤0.01%
118
-342
1209
$3K ﹤0.01%
396
1210
$3K ﹤0.01%
173
-131
1211
$3K ﹤0.01%
644
-608
1212
$3K ﹤0.01%
+97
1213
$3K ﹤0.01%
13
1214
$3K ﹤0.01%
315
1215
$3K ﹤0.01%
+34
1216
$3K ﹤0.01%
+175
1217
$3K ﹤0.01%
93
-31
1218
$3K ﹤0.01%
1,444
1219
$3K ﹤0.01%
157
1220
$3K ﹤0.01%
140
1221
$3K ﹤0.01%
89
1222
$3K ﹤0.01%
+61
1223
$3K ﹤0.01%
250
+62
1224
$3K ﹤0.01%
175
1225
$3K ﹤0.01%
300
47 48
49
50 51