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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
$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
1601
$2K ﹤0.01%
65
1602
$2K ﹤0.01%
30
1603
$2K ﹤0.01%
31
+11
1604
$2K ﹤0.01%
133
1605
$2K ﹤0.01%
113
1606
$2K ﹤0.01%
68
+36
1607
$2K ﹤0.01%
45
1608
$2K ﹤0.01%
92
1609
$2K ﹤0.01%
40
+19
1610
$2K ﹤0.01%
30
1611
$2K ﹤0.01%
9
1612
$2K ﹤0.01%
32
1613
$2K ﹤0.01%
47
1614
$2K ﹤0.01%
30
+8
1615
$2K ﹤0.01%
44
1616
$2K ﹤0.01%
7
1617
$2K ﹤0.01%
123
+28
1618
$2K ﹤0.01%
14
1619
$2K ﹤0.01%
9
1620
$2K ﹤0.01%
+22
1621
– –
0
1622
$2K ﹤0.01%
45
1623
$2K ﹤0.01%
118
1624
$2K ﹤0.01%
19
1625
$2K ﹤0.01%
+11
63 64
65
66 67