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

Top Buys

1
+$11.7M
2
+$3.98M
3
+$2.14M
4
IBM icon
IBM
IBM
+$940K
5
NXU.U
Novus Capital Corporation II Units, each consisting of one share of Class A common stock and one thi
NXU.U
+$600K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$916K
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.69%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
67
1552
$2K ﹤0.01%
54
1553
$2K ﹤0.01%
40
1554
$2K ﹤0.01%
62
1555
$2K ﹤0.01%
17
1556
$2K ﹤0.01%
203
+66
1557
$2K ﹤0.01%
+102
1558
$2K ﹤0.01%
100
+72
1559
$2K ﹤0.01%
11
1560
$2K ﹤0.01%
46
1561
$2K ﹤0.01%
+10
1562
$2K ﹤0.01%
+44
1563
$2K ﹤0.01%
20
1564
$2K ﹤0.01%
87
1565
$2K ﹤0.01%
34
1566
$2K ﹤0.01%
120
1567
$2K ﹤0.01%
+100
1568
$2K ﹤0.01%
15
1569
$2K ﹤0.01%
121
1570
$2K ﹤0.01%
176
1571
$2K ﹤0.01%
+12
1572
$2K ﹤0.01%
35
+26
1573
$2K ﹤0.01%
+7
1574
$2K ﹤0.01%
75
1575
$2K ﹤0.01%
7
+5
61 62
63
64 65