LC
Lindbrook Capital Portfolio holdings
AUM
$1.08B
1-Year Return
10.14%
This Quarter Return
+10.87%
1 Year Return
+10.14%
3 Year Return
+35.76%
5 Year Return
+141%
10 Year Return
–
AUM
$363M
AUM Growth
+$26.2M
(+7.8%)
Cap. Flow
-$3.14M
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
59.58%
Holding
1,924
New
172
Increased
540
Reduced
392
Closed
123
Top Buys
| 1 |
Direxion Daily Financial Bull 3x Shares
FAS
|
+$1.12M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$547K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$389K |
| 4 |
Cue Biopharma
CUE
|
+$301K |
| 5 |
Athira Pharma
ATHA
|
+$288K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.52M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$770K |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$503K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$484K |
| 5 |
Advanced Micro Devices
AMD
|
+$371K |
Sector Composition
| 1 | Financials | 13.45% |
| 2 | Technology | 11.55% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Discretionary | 3.33% |
| 5 | Communication Services | 3.15% |
