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 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
1776
$1K ﹤0.01%
+7
1777
$1K ﹤0.01%
108
1778
$1K ﹤0.01%
108
1779
$1K ﹤0.01%
+23
1780
$1K ﹤0.01%
16
1781
$1K ﹤0.01%
10
1782
$1K ﹤0.01%
44
1783
$1K ﹤0.01%
9
1784
$1K ﹤0.01%
+2
1785
$1K ﹤0.01%
93
1786
$1K ﹤0.01%
12
1787
$1K ﹤0.01%
+11
1788
$1K ﹤0.01%
+37
1789
$1K ﹤0.01%
34
1790
$1K ﹤0.01%
19
1791
$1K ﹤0.01%
75
1792
$1K ﹤0.01%
38
1793
$1K ﹤0.01%
21
-14
1794
$1K ﹤0.01%
+36
1795
$1K ﹤0.01%
73
1796
$1K ﹤0.01%
16
-11
1797
$1K ﹤0.01%
150
1798
$1K ﹤0.01%
41
+19
1799
$1K ﹤0.01%
29
1800
$1K ﹤0.01%
37