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
1701
$1K ﹤0.01%
41
1702
$1K ﹤0.01%
9
1703
$1K ﹤0.01%
160
1704
$1K ﹤0.01%
283
1705
$1K ﹤0.01%
+10
1706
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4
1707
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1708
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1709
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+3
1710
$1K ﹤0.01%
+155
1711
$1K ﹤0.01%
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1712
$1K ﹤0.01%
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1713
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1714
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1715
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1716
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1717
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1718
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1719
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1720
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1721
$1K ﹤0.01%
340
-448
1722
$1K ﹤0.01%
257
1723
$1K ﹤0.01%
156
1724
$1K ﹤0.01%
+57
1725
$1K ﹤0.01%
17