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
$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
+$291K
3
+$159K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$142K
5
TFC icon
Truist Financial
TFC
+$138K

Top Sells

1
+$314K
2
+$312K
3
+$281K
4
VT icon
Vanguard Total World Stock ETF
VT
+$186K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$176K

Sector Composition

1 Technology 9.28%
2 Financials 7.3%
3 Healthcare 4.81%
4 Communication Services 2.91%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
80
-687
1377
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+21
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30
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+27
1380
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1381
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6
1382
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1384
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1385
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1386
$1K ﹤0.01%
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1387
$1K ﹤0.01%
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1388
$1K ﹤0.01%
+63
1389
$1K ﹤0.01%
17
-14
1390
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108
1391
$1K ﹤0.01%
16
1392
$1K ﹤0.01%
45
1393
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14
1394
$1K ﹤0.01%
13
1395
$1K ﹤0.01%
+56
1396
$1K ﹤0.01%
1,000
1397
$1K ﹤0.01%
100
-2,900
1398
$1K ﹤0.01%
63
-38
1399
$1K ﹤0.01%
28
1400
$1K ﹤0.01%
+22
54 55
56
57 58