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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$4K ﹤0.01%
11
1352
$4K ﹤0.01%
47
1353
$4K ﹤0.01%
119
1354
$4K ﹤0.01%
46
1355
$4K ﹤0.01%
88
+76
1356
$4K ﹤0.01%
41
+9
1357
$4K ﹤0.01%
137
1358
$4K ﹤0.01%
65
1359
$4K ﹤0.01%
81
-154
1360
$4K ﹤0.01%
274
1361
$4K ﹤0.01%
130
1362
$4K ﹤0.01%
171
1363
$4K ﹤0.01%
1,000
1364
$4K ﹤0.01%
247
1365
$4K ﹤0.01%
22
+3
1366
$4K ﹤0.01%
538
1367
$4K ﹤0.01%
95
1368
$4K ﹤0.01%
180
1369
$4K ﹤0.01%
30
-4
1370
$4K ﹤0.01%
391
1371
$4K ﹤0.01%
40
1372
$4K ﹤0.01%
150
1373
$4K ﹤0.01%
79
+12
1374
$4K ﹤0.01%
156
1375
$4K ﹤0.01%
4
-8
53 54
55
56 57