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
$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 2.91%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1K ﹤0.01%
377
1402
$1K ﹤0.01%
+22
1403
$1K ﹤0.01%
+60
1404
$1K ﹤0.01%
7
1405
$1K ﹤0.01%
18
-182
1406
$1K ﹤0.01%
+15
1407
$1K ﹤0.01%
+12
1408
$1K ﹤0.01%
+18
1409
$1K ﹤0.01%
+31
1410
$1K ﹤0.01%
19
1411
$1K ﹤0.01%
8
1412
$1K ﹤0.01%
+45
1413
$1K ﹤0.01%
37
1414
$1K ﹤0.01%
+48
1415
$1K ﹤0.01%
+19
1416
$1K ﹤0.01%
4
1417
$1K ﹤0.01%
9
1418
$1K ﹤0.01%
14
1419
$1K ﹤0.01%
34
1420
$1K ﹤0.01%
22
-34
1421
$1K ﹤0.01%
15
1422
$1K ﹤0.01%
+21
1423
$1K ﹤0.01%
+82
1424
$1K ﹤0.01%
1,000
1425
$1K ﹤0.01%
+20
55 56
57
58 59