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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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.05M
3
+$998K
4
OKE icon
Oneok
OKE
+$877K
5
KMI icon
Kinder Morgan
KMI
+$786K

Top Sells

1
+$7.4M
2
+$2.21M
3
+$1.87M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.62M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$4.08K ﹤0.01%
13
1852
$4.05K ﹤0.01%
349
-39
1853
$4.05K ﹤0.01%
+133
1854
$4.05K ﹤0.01%
41
1855
$4.03K ﹤0.01%
97
+14
1856
$4.03K ﹤0.01%
373
-72
1857
$4.02K ﹤0.01%
101
+13
1858
$4.01K ﹤0.01%
428
+417
1859
$4K ﹤0.01%
64
1860
$4K ﹤0.01%
72
1861
$4K ﹤0.01%
308
-97
1862
$4K ﹤0.01%
139
1863
$3.99K ﹤0.01%
223
+85
1864
$3.97K ﹤0.01%
102
-75
1865
$3.97K ﹤0.01%
474
1866
$3.96K ﹤0.01%
79
-41
1867
$3.96K ﹤0.01%
70
-4
1868
$3.96K ﹤0.01%
183
+1
1869
$3.95K ﹤0.01%
1,011
+761
1870
$3.95K ﹤0.01%
306
1871
$3.94K ﹤0.01%
310
-459
1872
$3.93K ﹤0.01%
664
-1,031
1873
$3.91K ﹤0.01%
+633
1874
$3.89K ﹤0.01%
194
+75
1875
$3.89K ﹤0.01%
226
+138
73 74
75
76 77