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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5K ﹤0.01%
15
1277
$5K ﹤0.01%
441
1278
$5K ﹤0.01%
91
-65
1279
$5K ﹤0.01%
217
+22
1280
$5K ﹤0.01%
27
+3
1281
$5K ﹤0.01%
131
1282
$5K ﹤0.01%
663
1283
$5K ﹤0.01%
286
+83
1284
$5K ﹤0.01%
135
1285
$5K ﹤0.01%
65
1286
$5K ﹤0.01%
450
1287
$5K ﹤0.01%
877
+34
1288
$5K ﹤0.01%
+550
1289
$5K ﹤0.01%
49
1290
$5K ﹤0.01%
334
1291
$5K ﹤0.01%
186
1292
$5K ﹤0.01%
500
1293
$5K ﹤0.01%
174
1294
$4K ﹤0.01%
1,044
+16
1295
$4K ﹤0.01%
61
1296
$4K ﹤0.01%
+35
1297
$4K ﹤0.01%
105
1298
$4K ﹤0.01%
645
-164
1299
$4K ﹤0.01%
150
1300
$4K ﹤0.01%
169
50 51
52
53 54