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
+$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 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1K ﹤0.01%
21
1402
$1K ﹤0.01%
10
1403
$1K ﹤0.01%
+22
1404
$1K ﹤0.01%
17
-70
1405
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1406
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1407
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25
1408
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-182
1409
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+17
1410
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25
1411
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1412
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1413
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7
1414
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+50
1415
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36
1416
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12
1417
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+70
1418
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+21
1419
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16
-211
1420
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10
1421
$1K ﹤0.01%
+24
1422
$1K ﹤0.01%
22
1423
$1K ﹤0.01%
20
1424
$1K ﹤0.01%
64
1425
$1K ﹤0.01%
12
55 56
57
58 59