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
1351
$1K ﹤0.01%
8
1352
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104
1353
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20
1354
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35
1355
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37
1356
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49
-71
1357
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1358
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+167
1359
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37
1360
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9
1361
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+27
1362
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36
1364
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10
1365
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28
1366
$1K ﹤0.01%
5
1367
$1K ﹤0.01%
+164
1368
$1K ﹤0.01%
+2
1369
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100
-2,900
1370
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+22
1371
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+18
1372
$1K ﹤0.01%
+31
1373
$1K ﹤0.01%
19
1374
$1K ﹤0.01%
8
1375
$1K ﹤0.01%
9
53 54
55
56 57