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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
1651
$1K ﹤0.01%
26
1652
$1K ﹤0.01%
39
1653
$1K ﹤0.01%
36
1654
$1K ﹤0.01%
18
1655
$1K ﹤0.01%
35
1656
$1K ﹤0.01%
62
1657
$1K ﹤0.01%
22
1658
$1K ﹤0.01%
340
-448
1659
$1K ﹤0.01%
257
1660
$1K ﹤0.01%
156
1661
$1K ﹤0.01%
+57
1662
$1K ﹤0.01%
17
1663
$1K ﹤0.01%
36
-41
1664
$1K ﹤0.01%
+1,006
1665
$1K ﹤0.01%
45
+19
1666
$1K ﹤0.01%
16
-10
1667
$1K ﹤0.01%
+17
1668
$1K ﹤0.01%
+32
1669
$1K ﹤0.01%
+8
1670
$1K ﹤0.01%
68
1671
$1K ﹤0.01%
6
1672
$1K ﹤0.01%
13
1673
$1K ﹤0.01%
55
+24
1674
$1K ﹤0.01%
28
1675
$1K ﹤0.01%
12
65 66
67
68 69