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%
175
1452
$3K ﹤0.01%
65
1453
$3K ﹤0.01%
42
1454
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70
+14
1455
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68
1456
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16
1457
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21
1458
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61
+14
1459
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1460
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85
1461
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81
1462
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17
+12
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274
1464
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1465
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171
1466
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70
1467
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1468
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-170
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19
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$3K ﹤0.01%
+35
1471
$3K ﹤0.01%
391
1472
$3K ﹤0.01%
40
1473
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126
+19
1474
$3K ﹤0.01%
39
1475
$3K ﹤0.01%
156
57 58
59
60 61