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
1701
$1K ﹤0.01%
9
+4
1702
$1K ﹤0.01%
+30
1703
$1K ﹤0.01%
+15
1704
$1K ﹤0.01%
68
1705
$1K ﹤0.01%
126
1706
$1K ﹤0.01%
+15
1707
$1K ﹤0.01%
18
1708
$1K ﹤0.01%
+14
1709
$1K ﹤0.01%
8
1710
$1K ﹤0.01%
32
1711
$1K ﹤0.01%
12
1712
$1K ﹤0.01%
+45
1713
$1K ﹤0.01%
47
1714
$1K ﹤0.01%
6
1715
$1K ﹤0.01%
13
1716
$1K ﹤0.01%
+6
1717
$1K ﹤0.01%
22
1718
$1K ﹤0.01%
3
1719
$1K ﹤0.01%
+29
1720
$1K ﹤0.01%
5
1721
$1K ﹤0.01%
10
+2
1722
$1K ﹤0.01%
+84
1723
$1K ﹤0.01%
60
1724
$1K ﹤0.01%
23
1725
$1K ﹤0.01%
24
67 68
69
70 71