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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
$382M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,089
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.94M
3
+$906K
4
ACR
ACRES Commercial Realty
ACR
+$578K
5
NIO icon
NIO
NIO
+$216K

Top Sells

1
+$13.1M
2
+$11.7M
3
+$11.4M
4
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$7.65M
5
AAPL icon
Apple
AAPL
+$4.48M

Sector Composition

1 Financials 19.6%
2 Technology 13.42%
3 Consumer Discretionary 4.48%
4 Healthcare 4.37%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$3K ﹤0.01%
+10
1402
$3K ﹤0.01%
37
+3
1403
$3K ﹤0.01%
36
1404
$3K ﹤0.01%
57
1405
$3K ﹤0.01%
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1406
$3K ﹤0.01%
101
1407
$3K ﹤0.01%
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1408
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1409
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345
+167
1410
$3K ﹤0.01%
48
1411
$3K ﹤0.01%
84
1412
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152
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1414
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+91
1415
$3K ﹤0.01%
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1416
$3K ﹤0.01%
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1417
$3K ﹤0.01%
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1418
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1419
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1420
$3K ﹤0.01%
4
1421
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1422
$3K ﹤0.01%
169
1423
$3K ﹤0.01%
34
+5
1424
$3K ﹤0.01%
343
-479
1425
$3K ﹤0.01%
173
55 56
57
58 59