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
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

Sector Composition

1 Technology 8.52%
2 Financials 7.43%
3 Healthcare 4.54%
4 Communication Services 2.9%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1K ﹤0.01%
35
1402
$1K ﹤0.01%
37
1403
$1K ﹤0.01%
63
1404
$1K ﹤0.01%
+57
1405
$1K ﹤0.01%
37
1406
$1K ﹤0.01%
131
1407
$1K ﹤0.01%
40
-374
1408
$1K ﹤0.01%
34
1409
$1K ﹤0.01%
21
1410
$1K ﹤0.01%
43
1411
$1K ﹤0.01%
25
1412
$1K ﹤0.01%
14
1413
$1K ﹤0.01%
25
1414
$1K ﹤0.01%
71
1415
$1K ﹤0.01%
63
1416
$1K ﹤0.01%
7
-175
1417
$1K ﹤0.01%
17
-55
1418
$1K ﹤0.01%
22
1419
$1K ﹤0.01%
20
1420
$1K ﹤0.01%
36
1421
$1K ﹤0.01%
102
1422
$1K ﹤0.01%
54
1423
$1K ﹤0.01%
36
1424
$1K ﹤0.01%
50
1425
$1K ﹤0.01%
8
55 56
57
58 59