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
1601
$2K ﹤0.01%
55
1602
$2K ﹤0.01%
68
+36
1603
$2K ﹤0.01%
45
1604
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92
1605
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+19
1606
$2K ﹤0.01%
393
1607
$2K ﹤0.01%
30
1608
$2K ﹤0.01%
90
1609
$2K ﹤0.01%
32
1610
$2K ﹤0.01%
61
1611
$2K ﹤0.01%
47
1612
$2K ﹤0.01%
30
+8
1613
$2K ﹤0.01%
44
1614
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7
1615
$2K ﹤0.01%
123
+28
1616
$2K ﹤0.01%
54
1617
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1618
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14
1619
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9
1620
$2K ﹤0.01%
149
1621
$2K ﹤0.01%
+22
1622
$2K ﹤0.01%
1
1623
$2K ﹤0.01%
45
1624
$2K ﹤0.01%
118
1625
$2K ﹤0.01%
19
63 64
65
66 67