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
1726
$1K ﹤0.01%
39
1727
$1K ﹤0.01%
36
1728
$1K ﹤0.01%
18
1729
$1K ﹤0.01%
10
-25
1730
$1K ﹤0.01%
35
1731
$1K ﹤0.01%
+28
1732
$1K ﹤0.01%
41
1733
$1K ﹤0.01%
32
1734
$1K ﹤0.01%
+28
1735
$1K ﹤0.01%
83
1736
$1K ﹤0.01%
3
1737
$1K ﹤0.01%
+50
1738
$1K ﹤0.01%
14
1739
$1K ﹤0.01%
26
+3
1740
$1K ﹤0.01%
24
1741
$1K ﹤0.01%
24
1742
$1K ﹤0.01%
23
1743
$1K ﹤0.01%
20
1744
$1K ﹤0.01%
210
-453
1745
$1K ﹤0.01%
+61
1746
$1K ﹤0.01%
37
1747
$1K ﹤0.01%
10
1748
$1K ﹤0.01%
70
1749
$1K ﹤0.01%
46
1750
$1K ﹤0.01%
100