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
1376
$1K ﹤0.01%
+36
1377
$1K ﹤0.01%
+61
1378
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34
1379
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6
1380
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17
1381
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4
1382
$1K ﹤0.01%
+199
1383
$1K ﹤0.01%
117
+107
1384
$1K ﹤0.01%
377
1385
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24
1386
$1K ﹤0.01%
+72
1387
$1K ﹤0.01%
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1388
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17
-14
1389
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13
1390
$1K ﹤0.01%
+56
1391
$1K ﹤0.01%
1,000
1392
$1K ﹤0.01%
63
-38
1393
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28
1394
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+22
1395
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18
-182
1396
$1K ﹤0.01%
+15
1397
$1K ﹤0.01%
+12
1398
$1K ﹤0.01%
+45
1399
$1K ﹤0.01%
+82
1400
$1K ﹤0.01%
1,000
54 55
56
57 58