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
1276
$2K ﹤0.01%
10
1277
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23
1278
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37
1279
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1,000
1280
$2K ﹤0.01%
56
1281
$2K ﹤0.01%
120
1282
$2K ﹤0.01%
397
-8,794
1283
$2K ﹤0.01%
20
1284
$2K ﹤0.01%
76
1285
$2K ﹤0.01%
1,000
1286
$2K ﹤0.01%
34
1287
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208
1288
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97
-33
1289
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21
1290
$2K ﹤0.01%
156
1291
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19
1292
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200
-370
1293
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1294
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16
1295
$2K ﹤0.01%
62
1296
$2K ﹤0.01%
135
1297
$2K ﹤0.01%
90
1298
$2K ﹤0.01%
+25
1299
$2K ﹤0.01%
+59
1300
$2K ﹤0.01%
94
+74
50 51
52
53 54