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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
$382M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,089
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.94M
3
+$906K
4
ACR
ACRES Commercial Realty
ACR
+$578K
5
NIO icon
NIO
NIO
+$216K

Top Sells

1
+$13.1M
2
+$11.7M
3
+$11.4M
4
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$7.65M
5
AAPL icon
Apple
AAPL
+$4.48M

Sector Composition

1 Financials 19.6%
2 Technology 13.42%
3 Consumer Discretionary 4.48%
4 Healthcare 4.37%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$6K ﹤0.01%
525
+213
1202
$6K ﹤0.01%
60
1203
$6K ﹤0.01%
19
+5
1204
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107
1205
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48
1206
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868
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1207
$6K ﹤0.01%
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1208
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1209
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22
-25
1210
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1211
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1213
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1214
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1215
$6K ﹤0.01%
+500
1216
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1217
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1218
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1219
$6K ﹤0.01%
1,065
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$6K ﹤0.01%
270
1221
$5K ﹤0.01%
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+41
1222
$5K ﹤0.01%
58
-18
1223
$5K ﹤0.01%
43
-199
1224
$5K ﹤0.01%
326
+189
1225
$5K ﹤0.01%
576
-368
47 48
49
50 51