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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
$287M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$281K
3
+$162K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$141K
5
TFC icon
Truist Financial
TFC
+$133K

Top Sells

1
+$314K
2
+$269K
3
+$243K
4
VT icon
Vanguard Total World Stock ETF
VT
+$179K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$172K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$3K ﹤0.01%
123
-87
1227
$3K ﹤0.01%
118
1228
$3K ﹤0.01%
62
1229
$3K ﹤0.01%
135
1230
$3K ﹤0.01%
175
1231
$3K ﹤0.01%
39
-17
1232
$3K ﹤0.01%
61
1233
$3K ﹤0.01%
+37
1234
$3K ﹤0.01%
74
1235
$3K ﹤0.01%
110
1236
$3K ﹤0.01%
9
1237
$3K ﹤0.01%
102
1238
$3K ﹤0.01%
212
+42
1239
$3K ﹤0.01%
92
1240
$3K ﹤0.01%
315
1241
$3K ﹤0.01%
51
1242
$3K ﹤0.01%
+106
1243
$3K ﹤0.01%
130
1244
$3K ﹤0.01%
229
1245
$3K ﹤0.01%
14
1246
$3K ﹤0.01%
160
1247
$3K ﹤0.01%
211
1248
$3K ﹤0.01%
50
1249
$3K ﹤0.01%
74
1250
$3K ﹤0.01%
172
48 49
50
51 52