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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
1901
$3.74K ﹤0.01%
944
-886
1902
$3.74K ﹤0.01%
200
1903
$3.73K ﹤0.01%
1,191
+291
1904
$3.73K ﹤0.01%
271
-49
1905
$3.72K ﹤0.01%
261
-44
1906
$3.7K ﹤0.01%
1,512
+894
1907
$3.68K ﹤0.01%
1,058
-429
1908
$3.68K ﹤0.01%
1,156
+421
1909
$3.67K ﹤0.01%
+1,731
1910
$3.65K ﹤0.01%
343
+165
1911
$3.63K ﹤0.01%
407
1912
$3.61K ﹤0.01%
60
+26
1913
$3.61K ﹤0.01%
382
-1
1914
$3.6K ﹤0.01%
84
1915
$3.6K ﹤0.01%
4,610
1916
$3.58K ﹤0.01%
25
+2
1917
$3.57K ﹤0.01%
73
+4
1918
$3.57K ﹤0.01%
922
+130
1919
$3.56K ﹤0.01%
194
+35
1920
$3.54K ﹤0.01%
731
+113
1921
$3.52K ﹤0.01%
30
1922
$3.51K ﹤0.01%
30
+2
1923
$3.49K ﹤0.01%
43
+18
1924
$3.49K ﹤0.01%
244
-109
1925
$3.48K ﹤0.01%
+635
75 76
77
78 79