We are live on ! Find out more
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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$889K
3
+$780K
4
CRM icon
Salesforce
CRM
+$422K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$374K

Top Sells

1
+$561K
2
+$420K
3
+$171K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$143K

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%
56
1277
$2K ﹤0.01%
120
1278
$2K ﹤0.01%
397
-8,794
1279
$2K ﹤0.01%
20
1280
$2K ﹤0.01%
76
1281
$2K ﹤0.01%
34
1282
$2K ﹤0.01%
208
1283
$2K ﹤0.01%
97
-33
1284
$2K ﹤0.01%
21
1285
$2K ﹤0.01%
156
1286
$2K ﹤0.01%
19
1287
$2K ﹤0.01%
200
-370
1288
$2K ﹤0.01%
52
1289
$2K ﹤0.01%
16
1290
$2K ﹤0.01%
135
1291
$2K ﹤0.01%
9
1292
$2K ﹤0.01%
+25
1293
$2K ﹤0.01%
+59
1294
$2K ﹤0.01%
94
+74
1295
$2K ﹤0.01%
74
-200
1296
$2K ﹤0.01%
28
1297
$2K ﹤0.01%
+92
1298
$2K ﹤0.01%
135
+111
1299
$2K ﹤0.01%
38
1300
$2K ﹤0.01%
9
50 51
52
53 54