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
$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 2.92%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1K ﹤0.01%
+27
1452
$1K ﹤0.01%
28
1453
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5
1454
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+164
1455
$1K ﹤0.01%
+2
1456
$1K ﹤0.01%
100
-2,900
1457
$1K ﹤0.01%
377
1458
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+22
1459
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+18
1460
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+31
1461
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19
1462
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8
1463
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+45
1464
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37
1465
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9
1466
$1K ﹤0.01%
+36
1467
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+61
1468
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34
1469
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6
1470
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22
1471
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26
1472
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17
1473
$1K ﹤0.01%
4
1474
$1K ﹤0.01%
+199
1475
$1K ﹤0.01%
117
+107
57 58
59
60 61