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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
116
1227
$6K ﹤0.01%
335
-75
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34
+3
1229
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300
-4,169
1230
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1231
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367
1233
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334
+56
1234
$6K ﹤0.01%
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1235
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62
1236
$6K ﹤0.01%
509
1237
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481
1238
$6K ﹤0.01%
20
+2
1239
$5K ﹤0.01%
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1240
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1241
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1242
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1243
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1244
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+68
1245
$5K ﹤0.01%
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1246
$5K ﹤0.01%
441
1247
$5K ﹤0.01%
91
-65
1248
$5K ﹤0.01%
217
+22
1249
$5K ﹤0.01%
27
+3
1250
$5K ﹤0.01%
131
48 49
50
51 52