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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
$437M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,992
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.82M
3
+$2.24M
4
IBM icon
IBM
IBM
+$883K
5
LCID icon
Lucid Motors
LCID
+$674K

Top Sells

1
+$11M
2
+$6.01M
3
+$1.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$891K
5
TSLA icon
Tesla
TSLA
+$792K

Sector Composition

1 Financials 16.11%
2 Technology 12.51%
3 Consumer Discretionary 4.79%
4 Healthcare 3.7%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-4
1927
– –
-815
1928
– –
-90
1929
– –
-326,148
1930
$0 ﹤0.01%
3
1931
$0 ﹤0.01%
7
1932
$0 ﹤0.01%
1
1933
$0 ﹤0.01%
16
1934
$0 ﹤0.01%
4
1935
$0 ﹤0.01%
14
+4
1936
$0 ﹤0.01%
1
1937
– –
-39
1938
$0 ﹤0.01%
7
1939
$0 ﹤0.01%
1
1940
– –
-30
1941
– –
-9
1942
– –
-200
1943
$0 ﹤0.01%
1
1944
$0 ﹤0.01%
6
1945
– –
-225
1946
– –
-3,000
1947
$0 ﹤0.01%
7
1948
– –
-1,421,951
1949
– –
-88
1950
– –
-466
76 77
78
79 80