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
$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 13.07%
3 Communication Services 4.45%
4 Consumer Discretionary 4.08%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$7K ﹤0.01%
286
1202
$7K ﹤0.01%
462
+426
1203
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1,019
-249
1204
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1205
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1206
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1207
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33
+14
1208
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1209
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1210
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1211
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1212
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1214
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1215
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1216
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1217
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1218
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1219
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1220
$7K ﹤0.01%
1,685
1221
$7K ﹤0.01%
727
1222
$7K ﹤0.01%
109
1223
$6K ﹤0.01%
122
1224
$6K ﹤0.01%
126
1225
$6K ﹤0.01%
404