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
1551
$2K ﹤0.01%
34
1552
$2K ﹤0.01%
107
1553
$2K ﹤0.01%
159
-254
1554
$2K ﹤0.01%
44
1555
$2K ﹤0.01%
7
1556
$2K ﹤0.01%
68
1557
$2K ﹤0.01%
60
1558
$2K ﹤0.01%
62
1559
$2K ﹤0.01%
73
-19
1560
$2K ﹤0.01%
156
1561
$2K ﹤0.01%
+195
1562
$2K ﹤0.01%
+3
1563
$2K ﹤0.01%
426
1564
$2K ﹤0.01%
38
1565
$2K ﹤0.01%
38
1566
$2K ﹤0.01%
57
1567
$2K ﹤0.01%
38
1568
$2K ﹤0.01%
76
1569
$2K ﹤0.01%
45
-131
1570
$2K ﹤0.01%
4
-2
1571
$2K ﹤0.01%
15
1572
$2K ﹤0.01%
39
1573
$2K ﹤0.01%
22
1574
$2K ﹤0.01%
50
1575
$2K ﹤0.01%
6
61 62
63
64 65