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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$3K ﹤0.01%
29
+13
1527
$3K ﹤0.01%
1,939
+939
1528
$3K ﹤0.01%
173
1529
$3K ﹤0.01%
83
1530
$3K ﹤0.01%
175
1531
$3K ﹤0.01%
97
-38
1532
$3K ﹤0.01%
132
1533
$3K ﹤0.01%
37
1534
$3K ﹤0.01%
63
1535
$3K ﹤0.01%
35
1536
$3K ﹤0.01%
33
1537
$3K ﹤0.01%
14
+5
1538
$3K ﹤0.01%
85
1539
$3K ﹤0.01%
+75
1540
$3K ﹤0.01%
82
1541
$3K ﹤0.01%
55
1542
$3K ﹤0.01%
49
-25
1543
$2K ﹤0.01%
148
+3
1544
$2K ﹤0.01%
76
1545
$2K ﹤0.01%
62
1546
$2K ﹤0.01%
17
1547
$2K ﹤0.01%
65
1548
$2K ﹤0.01%
30
1549
$2K ﹤0.01%
29
1550
$2K ﹤0.01%
87
60 61
62
63 64