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
1426
$1K ﹤0.01%
21
1427
$1K ﹤0.01%
10
1428
$1K ﹤0.01%
+22
1429
$1K ﹤0.01%
17
-70
1430
$1K ﹤0.01%
50
1431
$1K ﹤0.01%
43
1432
$1K ﹤0.01%
25
1433
$1K ﹤0.01%
92
-182
1434
$1K ﹤0.01%
+17
1435
$1K ﹤0.01%
25
1436
$1K ﹤0.01%
71
1437
$1K ﹤0.01%
63
1438
$1K ﹤0.01%
7
1439
$1K ﹤0.01%
+50
1440
$1K ﹤0.01%
36
1441
$1K ﹤0.01%
12
1442
$1K ﹤0.01%
+70
1443
$1K ﹤0.01%
+21
1444
$1K ﹤0.01%
16
-211
1445
$1K ﹤0.01%
10
1446
$1K ﹤0.01%
+24
1447
$1K ﹤0.01%
22
1448
$1K ﹤0.01%
26
1449
$1K ﹤0.01%
17
1450
$1K ﹤0.01%
22
56 57
58
59 60