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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
1276
$2K ﹤0.01%
35
1277
$2K ﹤0.01%
+76
1278
$2K ﹤0.01%
68
-323
1279
$2K ﹤0.01%
+132
1280
$2K ﹤0.01%
76
1281
$2K ﹤0.01%
26
-69
1282
$2K ﹤0.01%
10
1283
$2K ﹤0.01%
40
1284
$2K ﹤0.01%
39
1285
$2K ﹤0.01%
6
1286
$2K ﹤0.01%
7
1287
$2K ﹤0.01%
+43
1288
$2K ﹤0.01%
164
1289
$2K ﹤0.01%
+43
1290
$2K ﹤0.01%
78
+45
1291
$2K ﹤0.01%
51
1292
$2K ﹤0.01%
36
1293
$2K ﹤0.01%
+50
1294
$2K ﹤0.01%
+10
1295
$2K ﹤0.01%
8
1296
$2K ﹤0.01%
150
1297
$2K ﹤0.01%
+18
1298
$2K ﹤0.01%
63
1299
$2K ﹤0.01%
50
-250
1300
$2K ﹤0.01%
40
50 51
52
53 54