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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
2076
$2.26K ﹤0.01%
+151
2077
$2.26K ﹤0.01%
93
2078
$2.25K ﹤0.01%
531
2079
$2.23K ﹤0.01%
+2,049
2080
$2.22K ﹤0.01%
30
+7
2081
$2.21K ﹤0.01%
43
2082
$2.21K ﹤0.01%
73
2083
$2.21K ﹤0.01%
164
2084
$2.2K ﹤0.01%
+307
2085
$2.2K ﹤0.01%
300
2086
$2.19K ﹤0.01%
76
+17
2087
$2.19K ﹤0.01%
425
+54
2088
$2.18K ﹤0.01%
119
+12
2089
$2.18K ﹤0.01%
15
2090
$2.18K ﹤0.01%
131
+71
2091
$2.17K ﹤0.01%
73
+31
2092
$2.17K ﹤0.01%
144
-96
2093
$2.17K ﹤0.01%
60
2094
$2.17K ﹤0.01%
125
2095
$2.16K ﹤0.01%
46
-8
2096
$2.16K ﹤0.01%
25
2097
$2.16K ﹤0.01%
+177
2098
$2.16K ﹤0.01%
148
-151
2099
$2.15K ﹤0.01%
69
-1
2100
$2.15K ﹤0.01%
125
82 83
84
85 86