LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$479K
3 +$406K
4
TSLA icon
Tesla
TSLA
+$308K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$255K

Sector Composition

1 Technology 8.25%
2 Financials 7.44%
3 Healthcare 4.71%
4 Communication Services 2.97%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$1K ﹤0.01%
57
1327
$1K ﹤0.01%
18
1328
$1K ﹤0.01%
12
1329
$1K ﹤0.01%
100
1330
$1K ﹤0.01%
9
1331
$1K ﹤0.01%
63
1332
$1K ﹤0.01%
6
1333
$1K ﹤0.01%
10
1334
$1K ﹤0.01%
76
1335
$1K ﹤0.01%
21
1336
$1K ﹤0.01%
14
1337
$1K ﹤0.01%
156
1338
$1K ﹤0.01%
63
1339
$1K ﹤0.01%
36
1340
$1K ﹤0.01%
40
1341
$1K ﹤0.01%
87
1342
$1K ﹤0.01%
+150
1343
$1K ﹤0.01%
19
1344
$1K ﹤0.01%
37
1345
$1K ﹤0.01%
71
1346
$1K ﹤0.01%
17
1347
$1K ﹤0.01%
64
1348
$1K ﹤0.01%
4
1349
$1K ﹤0.01%
14
1350
$1K ﹤0.01%
27
-31