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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
1426
$3K ﹤0.01%
70
+14
1427
$3K ﹤0.01%
68
1428
$3K ﹤0.01%
16
1429
$3K ﹤0.01%
21
1430
$3K ﹤0.01%
61
+14
1431
$3K ﹤0.01%
37
1432
$3K ﹤0.01%
85
1433
$3K ﹤0.01%
81
1434
$3K ﹤0.01%
17
+12
1435
$3K ﹤0.01%
+32
1436
$3K ﹤0.01%
107
1437
$3K ﹤0.01%
23
+3
1438
$3K ﹤0.01%
274
1439
$3K ﹤0.01%
130
1440
$3K ﹤0.01%
171
1441
$3K ﹤0.01%
70
1442
$3K ﹤0.01%
247
1443
$3K ﹤0.01%
212
-170
1444
$3K ﹤0.01%
19
1445
$3K ﹤0.01%
+35
1446
$3K ﹤0.01%
391
1447
$3K ﹤0.01%
40
1448
$3K ﹤0.01%
126
+19
1449
$3K ﹤0.01%
39
1450
$3K ﹤0.01%
156
56 57
58
59 60