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

Top Buys

1
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$3K ﹤0.01%
426
1402
$3K ﹤0.01%
33
1403
$3K ﹤0.01%
106
+32
1404
$3K ﹤0.01%
72
1405
$3K ﹤0.01%
92
+68
1406
$3K ﹤0.01%
164
-24
1407
$3K ﹤0.01%
42
1408
$3K ﹤0.01%
26
-9
1409
$3K ﹤0.01%
+34
1410
$3K ﹤0.01%
727
1411
$3K ﹤0.01%
57
+22
1412
$3K ﹤0.01%
101
1413
$3K ﹤0.01%
6
+5
1414
$3K ﹤0.01%
282
1415
$3K ﹤0.01%
40
1416
$3K ﹤0.01%
112
1417
$3K ﹤0.01%
4
1418
$3K ﹤0.01%
90
+15
1419
$3K ﹤0.01%
58
1420
$3K ﹤0.01%
118
1421
$3K ﹤0.01%
39
-53
1422
$3K ﹤0.01%
173
1423
$3K ﹤0.01%
175
1424
$3K ﹤0.01%
65
1425
$3K ﹤0.01%
42
55 56
57
58 59