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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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.05M
3
+$998K
4
OKE icon
Oneok
OKE
+$877K
5
KMI icon
Kinder Morgan
KMI
+$786K

Top Sells

1
+$7.4M
2
+$2.21M
3
+$1.87M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.62M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$8.43K ﹤0.01%
287
1502
$8.41K ﹤0.01%
113
-7
1503
$8.39K ﹤0.01%
349
+315
1504
$8.35K ﹤0.01%
416
1505
$8.33K ﹤0.01%
202
-12
1506
$8.23K ﹤0.01%
320
+11
1507
$8.23K ﹤0.01%
87
+7
1508
$8.21K ﹤0.01%
126
-9
1509
$8.2K ﹤0.01%
89
1510
$8.2K ﹤0.01%
1,220
+68
1511
$8.18K ﹤0.01%
53
+1
1512
$8.17K ﹤0.01%
917
-807
1513
$8.14K ﹤0.01%
86
+2
1514
$8.14K ﹤0.01%
542
1515
$8.14K ﹤0.01%
390
1516
$8.14K ﹤0.01%
598
-22
1517
$8.11K ﹤0.01%
550
+471
1518
$8.09K ﹤0.01%
60
1519
$8.08K ﹤0.01%
4,142
-690
1520
$8.07K ﹤0.01%
613
+50
1521
$8.05K ﹤0.01%
180
1522
$8.05K ﹤0.01%
+365
1523
$8.04K ﹤0.01%
607
+529
1524
$8.03K ﹤0.01%
137
-8
1525
$8.01K ﹤0.01%
96
+87
59 60
61
62 63