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
1576
$2K ﹤0.01%
54
1577
$2K ﹤0.01%
17
1578
$2K ﹤0.01%
1,000
1579
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83
1580
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43
1581
$2K ﹤0.01%
377
1582
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24
1583
$2K ﹤0.01%
203
+66
1584
$2K ﹤0.01%
+102
1585
$2K ﹤0.01%
100
+72
1586
$2K ﹤0.01%
46
1587
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+44
1588
$2K ﹤0.01%
20
1589
$2K ﹤0.01%
121
1590
$2K ﹤0.01%
176
1591
$2K ﹤0.01%
+12
1592
$2K ﹤0.01%
35
+26
1593
$2K ﹤0.01%
+7
1594
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75
1595
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7
+5
1596
$2K ﹤0.01%
11
1597
$2K ﹤0.01%
108
+62
1598
$2K ﹤0.01%
23
1599
$2K ﹤0.01%
68
1600
$2K ﹤0.01%
26
62 63
64
65 66