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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
$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
+$281K
3
+$162K
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$141K
5
TFC icon
Truist Financial
TFC
+$133K

Top Sells

1
+$314K
2
+$269K
3
+$243K
4
VT icon
Vanguard Total World Stock ETF
VT
+$179K
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$172K

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
1526
$0 ﹤0.01%
28
1527
$0 ﹤0.01%
48
1528
$0 ﹤0.01%
840
1529
– –
-6
1530
– –
-2,600
1531
– –
-135
1532
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0
1533
– –
-100
1534
– –
0
1535
– –
-18
1536
– –
-1,250
1537
$0 ﹤0.01%
29
1538
$0 ﹤0.01%
15
1539
$0 ﹤0.01%
2
1540
$0 ﹤0.01%
131
1541
$0 ﹤0.01%
4
1542
– –
-51
1543
$0 ﹤0.01%
10
-212
1544
– –
-500
1545
$0 ﹤0.01%
8
1546
$0 ﹤0.01%
15
1547
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-127
1548
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0
1549
– –
0
1550
– –
-2,000
60 61
62
63 64