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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
1301
$2K ﹤0.01%
8
1302
$2K ﹤0.01%
125
-91
1303
$2K ﹤0.01%
+18
1304
$2K ﹤0.01%
23
1305
$2K ﹤0.01%
20
1306
$2K ﹤0.01%
76
1307
$2K ﹤0.01%
+298
1308
$2K ﹤0.01%
34
1309
$2K ﹤0.01%
59
-205
1310
$2K ﹤0.01%
97
1311
$2K ﹤0.01%
14
1312
$2K ﹤0.01%
156
1313
$2K ﹤0.01%
+110
1314
$2K ﹤0.01%
19
1315
$2K ﹤0.01%
+48
1316
$2K ﹤0.01%
9
1317
$2K ﹤0.01%
25
1318
$2K ﹤0.01%
+37
1319
$2K ﹤0.01%
14
1320
$2K ﹤0.01%
94
1321
$2K ﹤0.01%
48
1322
$2K ﹤0.01%
20
1323
$2K ﹤0.01%
54
1324
$2K ﹤0.01%
+32
1325
$2K ﹤0.01%
93
51 52
53
54 55