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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$953K
3 +$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1 +$13.3M
2 +$4.75M
3 +$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$7K ﹤0.01%
+110
1202
$7K ﹤0.01%
131
1203
$7K ﹤0.01%
20
1204
$7K ﹤0.01%
38
1205
$7K ﹤0.01%
162
-26
1206
$7K ﹤0.01%
216
1207
$7K ﹤0.01%
135
1208
$7K ﹤0.01%
286
1209
$7K ﹤0.01%
206
1210
$7K ﹤0.01%
500
1211
$7K ﹤0.01%
462
+426
1212
$7K ﹤0.01%
1,019
-249
1213
$7K ﹤0.01%
300
1214
$7K ﹤0.01%
115
+15
1215
$7K ﹤0.01%
585
1216
$7K ﹤0.01%
14
1217
$7K ﹤0.01%
37
+10
1218
$7K ﹤0.01%
59
1219
$7K ﹤0.01%
662
1220
$7K ﹤0.01%
76
1221
$7K ﹤0.01%
48
+4
1222
$7K ﹤0.01%
92
1223
$6K ﹤0.01%
122
1224
$6K ﹤0.01%
65
1225
$6K ﹤0.01%
126