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
+$291K
3
+$159K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$142K
5
TFC icon
Truist Financial
TFC
+$138K

Top Sells

1
+$314K
2
+$312K
3
+$281K
4
VT icon
Vanguard Total World Stock ETF
VT
+$186K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$176K

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%
48
1277
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54
1278
$2K ﹤0.01%
110
1279
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+32
1280
$2K ﹤0.01%
93
1281
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107
1282
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98
1283
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22
-26
1284
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1285
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69
1286
$2K ﹤0.01%
90
1287
$2K ﹤0.01%
+90
1288
$2K ﹤0.01%
32
1289
$2K ﹤0.01%
+215
1290
$2K ﹤0.01%
158
1291
$2K ﹤0.01%
124
1292
$2K ﹤0.01%
38
1293
$2K ﹤0.01%
+230
1294
$2K ﹤0.01%
110
-14
1295
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6
1296
$2K ﹤0.01%
48
1297
$2K ﹤0.01%
21
1298
$2K ﹤0.01%
14
1299
$2K ﹤0.01%
156
1300
$2K ﹤0.01%
+110
50 51
52
53 54