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
1251
$3K ﹤0.01%
110
1252
$3K ﹤0.01%
9
1253
$2K ﹤0.01%
158
1254
$2K ﹤0.01%
110
-14
1255
$2K ﹤0.01%
6
1256
$2K ﹤0.01%
48
1257
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21
1258
$2K ﹤0.01%
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1259
$2K ﹤0.01%
156
1260
$2K ﹤0.01%
9
1261
$2K ﹤0.01%
+100
1262
$2K ﹤0.01%
25
1263
$2K ﹤0.01%
21
1264
$2K ﹤0.01%
35
1265
$2K ﹤0.01%
72
1266
$2K ﹤0.01%
234
-59
1267
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20
1268
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55
1269
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48
1270
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55
1271
$2K ﹤0.01%
107
1272
$2K ﹤0.01%
40
1273
$2K ﹤0.01%
56
1274
$2K ﹤0.01%
+91
1275
$2K ﹤0.01%
47
49 50
51
52 53