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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
1751
$1K ﹤0.01%
54
-1,323,649
1752
$1K ﹤0.01%
+16
1753
$1K ﹤0.01%
+871
1754
$1K ﹤0.01%
14
1755
$1K ﹤0.01%
+121
1756
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36
1757
$1K ﹤0.01%
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1758
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1760
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28
1761
$1K ﹤0.01%
+24
1762
$1K ﹤0.01%
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1766
$1K ﹤0.01%
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1767
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1768
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1769
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1770
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+11
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$1K ﹤0.01%
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$1K ﹤0.01%
29
1774
$1K ﹤0.01%
4
1775
$1K ﹤0.01%
18