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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
1801
$1K ﹤0.01%
+18
1802
$1K ﹤0.01%
11
+6
1803
$1K ﹤0.01%
34
1804
$1K ﹤0.01%
6
1805
$1K ﹤0.01%
+27
1806
$1K ﹤0.01%
75
1807
$1K ﹤0.01%
50
+12
1808
$1K ﹤0.01%
+34
1809
$1K ﹤0.01%
+6
1810
$1K ﹤0.01%
22
1811
$1K ﹤0.01%
29
1812
$1K ﹤0.01%
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1813
$1K ﹤0.01%
37
1814
$1K ﹤0.01%
10
1815
$1K ﹤0.01%
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1816
$1K ﹤0.01%
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1817
$1K ﹤0.01%
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1818
$1K ﹤0.01%
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+4
1819
$1K ﹤0.01%
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-447
1820
$1K ﹤0.01%
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1821
$1K ﹤0.01%
37
-40
1822
$1K ﹤0.01%
655
+627
1823
$1K ﹤0.01%
43
1824
$1K ﹤0.01%
42
1825
$1K ﹤0.01%
8
71 72
73
74 75