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

Top Buys

1
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
3
1552
$2K ﹤0.01%
+22
1553
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21
1554
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98
1555
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35
+26
1556
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+7
1557
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75
1558
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7
+5
1559
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11
1560
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30
1561
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54
1562
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1563
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40
+19
1564
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30
1565
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9
1566
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32
1567
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1568
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30
+8
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164
1570
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38
1571
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+11
1572
$2K ﹤0.01%
57
1573
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41
1574
$2K ﹤0.01%
39
+12
1575
$2K ﹤0.01%
22
61 62
63
64 65