We are live on ! Find out more
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
1451
$3K ﹤0.01%
69
1452
$3K ﹤0.01%
30
1453
$3K ﹤0.01%
67
1454
$3K ﹤0.01%
82
1455
$3K ﹤0.01%
41
1456
$3K ﹤0.01%
193
1457
$3K ﹤0.01%
200
1458
$3K ﹤0.01%
45
1459
$3K ﹤0.01%
147
1460
$3K ﹤0.01%
54
1461
$3K ﹤0.01%
53
1462
$3K ﹤0.01%
29
1463
$3K ﹤0.01%
189
1464
$3K ﹤0.01%
101
1465
$3K ﹤0.01%
+60
1466
$3K ﹤0.01%
651
+175
1467
$3K ﹤0.01%
91
1468
$3K ﹤0.01%
44
1469
$3K ﹤0.01%
+15
1470
$3K ﹤0.01%
58
+11
1471
$3K ﹤0.01%
76
-170
1472
$3K ﹤0.01%
66
1473
$3K ﹤0.01%
67
+10
1474
$3K ﹤0.01%
56
1475
$3K ﹤0.01%
347
-96
57 58
59
60 61