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
1626
$2K ﹤0.01%
102
1627
$2K ﹤0.01%
40
+27
1628
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3
1629
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+11
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50
-180
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1633
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+35
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+72
1635
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36
1636
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1637
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1638
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1639
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32
-8
1640
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40
1641
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1642
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9
-25
1643
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+64
1644
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1645
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+22
1646
$1K ﹤0.01%
55
+24
1647
$1K ﹤0.01%
+33
1648
$1K ﹤0.01%
39
1649
$1K ﹤0.01%
+23
1650
$1K ﹤0.01%
41
64 65
66
67 68