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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$3K ﹤0.01%
49
1477
$3K ﹤0.01%
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1478
$3K ﹤0.01%
142
1479
$3K ﹤0.01%
+152
1480
$3K ﹤0.01%
256
1481
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819
1483
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4
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90
+15
1485
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64
-1
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+35
1490
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391
1491
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40
1492
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126
+19
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-170
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$3K ﹤0.01%
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-36
1497
$3K ﹤0.01%
50
1498
$2K ﹤0.01%
21
1499
$2K ﹤0.01%
98
1500
$2K ﹤0.01%
80
58 59
60
61 62