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

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$3K ﹤0.01%
35
1402
$3K ﹤0.01%
58
1403
$3K ﹤0.01%
118
1404
$3K ﹤0.01%
39
-53
1405
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173
1406
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1407
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65
1408
$3K ﹤0.01%
42
1409
$3K ﹤0.01%
70
+14
1410
$3K ﹤0.01%
68
1411
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229
1412
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29
+25
1413
$3K ﹤0.01%
16
1414
$3K ﹤0.01%
21
1415
$3K ﹤0.01%
36
+7
1416
$3K ﹤0.01%
93
1417
$3K ﹤0.01%
132
1418
$3K ﹤0.01%
107
1419
$3K ﹤0.01%
61
+14
1420
$3K ﹤0.01%
37
1421
$3K ﹤0.01%
63
1422
$3K ﹤0.01%
33
1423
$3K ﹤0.01%
9
1424
$3K ﹤0.01%
91
+22
1425
$3K ﹤0.01%
119
+63
55 56
57
58 59