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
$447M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$953K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$656K
5
OIH icon
VanEck Oil Services ETF
OIH
+$547K

Top Sells

1
+$13.3M
2
+$4.75M
3
+$4.39M
4
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Financials 16.61%
2 Technology 13.09%
3 Communication Services 4.44%
4 Consumer Discretionary 4.08%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$2K ﹤0.01%
56
1652
$2K ﹤0.01%
23
-33
1653
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36
1654
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29
+8
1655
$2K ﹤0.01%
111
1656
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190
1657
$2K ﹤0.01%
625
+285
1658
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257
1659
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94
1660
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10
-16
1661
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157
1662
$2K ﹤0.01%
+56
1663
$2K ﹤0.01%
98
1664
$2K ﹤0.01%
64
+48
1665
$2K ﹤0.01%
10
1666
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1667
$2K ﹤0.01%
+141
1668
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25
1669
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42
1670
$2K ﹤0.01%
+66
1671
$2K ﹤0.01%
24
+1
1672
$2K ﹤0.01%
157
1673
$2K ﹤0.01%
34
1674
$2K ﹤0.01%
+239
1675
$2K ﹤0.01%
32
65 66
67
68 69