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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
1226
$3K ﹤0.01%
116
1227
$3K ﹤0.01%
59
-17
1228
$3K ﹤0.01%
+92
1229
$2K ﹤0.01%
72
1230
$2K ﹤0.01%
55
1231
$2K ﹤0.01%
60
1232
$2K ﹤0.01%
76
-4
1233
$2K ﹤0.01%
+7
1234
$2K ﹤0.01%
51
1235
$2K ﹤0.01%
1,000
1236
$2K ﹤0.01%
19
-34
1237
$2K ﹤0.01%
21
-51
1238
$2K ﹤0.01%
+21
1239
$2K ﹤0.01%
71
-28
1240
$2K ﹤0.01%
62
-507
1241
$2K ﹤0.01%
48
1242
$2K ﹤0.01%
10
1243
$2K ﹤0.01%
57
-205
1244
$2K ﹤0.01%
79
1245
$2K ﹤0.01%
+516
1246
$2K ﹤0.01%
+36
1247
$2K ﹤0.01%
55
1248
$2K ﹤0.01%
55
1249
$2K ﹤0.01%
40
1250
$2K ﹤0.01%
39
48 49
50
51 52