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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$4K ﹤0.01%
61
1377
$4K ﹤0.01%
136
1378
$4K ﹤0.01%
189
+85
1379
$3K ﹤0.01%
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1380
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1381
$3K ﹤0.01%
426
1382
$3K ﹤0.01%
33
1383
$3K ﹤0.01%
106
+32
1384
$3K ﹤0.01%
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1385
$3K ﹤0.01%
92
+68
1386
$3K ﹤0.01%
164
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1387
$3K ﹤0.01%
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1388
$3K ﹤0.01%
26
-9
1389
$3K ﹤0.01%
+34
1390
$3K ﹤0.01%
727
1391
$3K ﹤0.01%
57
+22
1392
$3K ﹤0.01%
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1393
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6
+5
1394
$3K ﹤0.01%
+153
1395
$3K ﹤0.01%
159
1396
$3K ﹤0.01%
48
1397
$3K ﹤0.01%
48
1398
$3K ﹤0.01%
36
1399
$3K ﹤0.01%
282
1400
$3K ﹤0.01%
40
54 55
56
57 58