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

Top Buys

1 +$11.3M
2 +$3.82M
3 +$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1 +$11M
2 +$6.01M
3 +$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$6K ﹤0.01%
92
1227
$6K ﹤0.01%
74
+8
1228
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407
1229
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379
1230
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509
1231
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1232
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20
+2
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1234
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1235
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+33
1236
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99
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334
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1239
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1240
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1241
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+205
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1244
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506
1246
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171
1247
$5K ﹤0.01%
256
1248
$5K ﹤0.01%
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1249
$5K ﹤0.01%
34
+15
1250
$5K ﹤0.01%
+500