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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
$382M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,089
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.94M
3
+$906K
4
ACR
ACRES Commercial Realty
ACR
+$578K
5
NIO icon
NIO
NIO
+$216K

Top Sells

1
+$13.1M
2
+$11.7M
3
+$11.4M
4
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$7.65M
5
AAPL icon
Apple
AAPL
+$4.48M

Sector Composition

1 Financials 19.6%
2 Technology 13.42%
3 Consumer Discretionary 4.48%
4 Healthcare 4.37%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
– –
0
1652
$2K ﹤0.01%
+20
1653
$2K ﹤0.01%
118
1654
$2K ﹤0.01%
40
1655
$2K ﹤0.01%
18
1656
$2K ﹤0.01%
476
1657
$2K ﹤0.01%
1
-2
1658
$1K ﹤0.01%
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1659
$1K ﹤0.01%
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1660
$1K ﹤0.01%
32
1661
$1K ﹤0.01%
46
1662
$1K ﹤0.01%
9
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$1K ﹤0.01%
4
1664
$1K ﹤0.01%
10
1665
$1K ﹤0.01%
45
1666
$1K ﹤0.01%
8
-30
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$1K ﹤0.01%
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1668
$1K ﹤0.01%
+187
1669
$1K ﹤0.01%
29
1670
$1K ﹤0.01%
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1671
$1K ﹤0.01%
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$1K ﹤0.01%
8
-3
1673
$1K ﹤0.01%
25
-67
1674
$1K ﹤0.01%
50
+15
1675
$1K ﹤0.01%
50
65 66
67
68 69