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
1251
$5K ﹤0.01%
663
1252
$5K ﹤0.01%
26
+2
1253
$5K ﹤0.01%
157
+49
1254
$5K ﹤0.01%
76
1255
$5K ﹤0.01%
25
1256
$5K ﹤0.01%
286
+83
1257
$5K ﹤0.01%
135
1258
$5K ﹤0.01%
108
1259
$5K ﹤0.01%
506
1260
$5K ﹤0.01%
171
1261
$5K ﹤0.01%
256
1262
$5K ﹤0.01%
271
1263
$5K ﹤0.01%
413
+205
1264
$5K ﹤0.01%
65
1265
$5K ﹤0.01%
450
1266
$5K ﹤0.01%
34
+15
1267
$5K ﹤0.01%
877
+34
1268
$5K ﹤0.01%
74
+25
1269
$5K ﹤0.01%
40
+11
1270
$5K ﹤0.01%
41
1271
$5K ﹤0.01%
243
1272
$5K ﹤0.01%
90
+33
1273
$5K ﹤0.01%
278
-78
1274
$5K ﹤0.01%
121
+12
1275
$5K ﹤0.01%
297
-284
49 50
51
52 53