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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

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
1251
$2K ﹤0.01%
164
1252
$2K ﹤0.01%
4
1253
$2K ﹤0.01%
56
-7
1254
$2K ﹤0.01%
+135
1255
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55
1256
$2K ﹤0.01%
+19
1257
$2K ﹤0.01%
47
1258
$2K ﹤0.01%
1,000
-4,851
1259
$2K ﹤0.01%
51
1260
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45
-354
1261
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1262
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1263
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1264
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30
1265
$2K ﹤0.01%
8
1266
$2K ﹤0.01%
63
1267
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1268
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1269
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1270
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+38
1271
$2K ﹤0.01%
30
-92
1272
$2K ﹤0.01%
+11
1273
$2K ﹤0.01%
63
1274
$2K ﹤0.01%
51
1275
$2K ﹤0.01%
8
49 50
51
52 53