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
$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
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%
102
1402
$1K ﹤0.01%
40
1403
$1K ﹤0.01%
10
1404
$1K ﹤0.01%
54
1405
$1K ﹤0.01%
36
1406
$1K ﹤0.01%
110
1407
$1K ﹤0.01%
6
1408
$1K ﹤0.01%
50
1409
$1K ﹤0.01%
8
1410
$1K ﹤0.01%
104
1411
$1K ﹤0.01%
20
1412
$1K ﹤0.01%
35
1413
$1K ﹤0.01%
37
1414
$1K ﹤0.01%
63
1415
$1K ﹤0.01%
+57
1416
$1K ﹤0.01%
37
1417
$1K ﹤0.01%
9
1418
$1K ﹤0.01%
9
1419
$1K ﹤0.01%
5
1420
$1K ﹤0.01%
9
1421
$1K ﹤0.01%
21
1422
$1K ﹤0.01%
52
1423
$1K ﹤0.01%
36
1424
$1K ﹤0.01%
20
1425
$1K ﹤0.01%
5