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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.07%
3 Communication Services 4.45%
4 Consumer Discretionary 4.08%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
169
-28
1227
$6K ﹤0.01%
15
1228
$6K ﹤0.01%
187
+2
1229
$6K ﹤0.01%
26
1230
$6K ﹤0.01%
62
1231
$6K ﹤0.01%
19
1232
$6K ﹤0.01%
136
1233
$6K ﹤0.01%
142
+46
1234
$6K ﹤0.01%
131
1235
$6K ﹤0.01%
67
+7
1236
$6K ﹤0.01%
105
1237
$6K ﹤0.01%
157
1238
$6K ﹤0.01%
31
-6
1239
$6K ﹤0.01%
+38
1240
$6K ﹤0.01%
37
1241
$6K ﹤0.01%
108
1242
$6K ﹤0.01%
481
-95
1243
$6K ﹤0.01%
100
-1
1244
$6K ﹤0.01%
175
1245
$6K ﹤0.01%
506
1246
$6K ﹤0.01%
46
1247
$6K ﹤0.01%
84
-13
1248
$6K ﹤0.01%
74
1249
$6K ﹤0.01%
509
1250
$6K ﹤0.01%
41
48 49
50
51 52