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
1801
$1K ﹤0.01%
+10
1802
$1K ﹤0.01%
70
1803
$1K ﹤0.01%
+46
1804
$1K ﹤0.01%
100
1805
$1K ﹤0.01%
+11
1806
$1K ﹤0.01%
+16
1807
$1K ﹤0.01%
122
1808
$1K ﹤0.01%
6
1809
$1K ﹤0.01%
21
1810
$1K ﹤0.01%
32
1811
$1K ﹤0.01%
5
1812
$1K ﹤0.01%
7
1813
$1K ﹤0.01%
94
1814
$1K ﹤0.01%
+27
1815
$1K ﹤0.01%
+29
1816
$1K ﹤0.01%
+12
1817
$1K ﹤0.01%
2
1818
$1K ﹤0.01%
12
1819
$1K ﹤0.01%
+7
1820
$1K ﹤0.01%
+21
1821
$1K ﹤0.01%
53
1822
$1K ﹤0.01%
+14
1823
$1K ﹤0.01%
+20
1824
$1K ﹤0.01%
+13
1825
$1K ﹤0.01%
8
71 72
73
74 75