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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
1551
– –
-1,114
1552
– –
-130
1553
$0 ﹤0.01%
10
1554
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-170
1555
– –
-150
1556
$0 ﹤0.01%
29
1557
– –
-36
1558
– –
-1,894
1559
$0 ﹤0.01%
3
1560
$0 ﹤0.01%
5
1561
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0
1562
– –
-2,000
1563
– –
-749
1564
– –
-1,444
1565
– –
-59
1566
$0 ﹤0.01%
4
1567
$0 ﹤0.01%
7
1568
– –
-250
1569
– –
-55
1570
$0 ﹤0.01%
1
1571
– –
-175
1572
– –
-40
1573
– –
-300
1574
– –
-537
1575
$0 ﹤0.01%
6
61 62
63
64 65