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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
$382M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,089
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.94M
3
+$906K
4
ACR
ACRES Commercial Realty
ACR
+$578K
5
NIO icon
NIO
NIO
+$216K

Top Sells

1
+$13.1M
2
+$11.7M
3
+$11.4M
4
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$7.65M
5
AAPL icon
Apple
AAPL
+$4.48M

Sector Composition

1 Financials 19.6%
2 Technology 13.42%
3 Consumer Discretionary 4.48%
4 Healthcare 4.37%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5K ﹤0.01%
104
-86
1277
$5K ﹤0.01%
39
+16
1278
$5K ﹤0.01%
28
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1279
$5K ﹤0.01%
334
1280
$5K ﹤0.01%
104
+13
1281
$5K ﹤0.01%
717
-841
1282
$5K ﹤0.01%
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$5K ﹤0.01%
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1284
$5K ﹤0.01%
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1285
$5K ﹤0.01%
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1286
$5K ﹤0.01%
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$5K ﹤0.01%
67
1288
$5K ﹤0.01%
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1289
$4K ﹤0.01%
207
+18
1290
$4K ﹤0.01%
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1294
$4K ﹤0.01%
387
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1296
$4K ﹤0.01%
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+73
1297
$4K ﹤0.01%
17
1298
$4K ﹤0.01%
130
1299
$4K ﹤0.01%
171
1300
$4K ﹤0.01%
1,000
50 51
52
53 54