We are live on ! Find out more
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
2101
$2.13K ﹤0.01%
+43
2102
$2.12K ﹤0.01%
27
-73
2103
$2.12K ﹤0.01%
36
+15
2104
$2.12K ﹤0.01%
502
2105
$2.12K ﹤0.01%
123
+11
2106
$2.12K ﹤0.01%
31
-192
2107
$2.11K ﹤0.01%
163
+45
2108
$2.11K ﹤0.01%
55
+34
2109
$2.1K ﹤0.01%
94
-28
2110
$2.1K ﹤0.01%
+127
2111
$2.07K ﹤0.01%
31
2112
$2.07K ﹤0.01%
1,754
2113
$2.07K ﹤0.01%
1,049
-306
2114
$2.07K ﹤0.01%
84
-11
2115
$2.06K ﹤0.01%
55
-27
2116
$2.06K ﹤0.01%
83
2117
$2.05K ﹤0.01%
648
-725
2118
$2.04K ﹤0.01%
97
2119
$2.04K ﹤0.01%
139
+119
2120
$2.04K ﹤0.01%
35
+2
2121
$2.03K ﹤0.01%
161
+9
2122
$2.03K ﹤0.01%
108
2123
$2.02K ﹤0.01%
120
+43
2124
$2.02K ﹤0.01%
10
-3
2125
$2.02K ﹤0.01%
44
-15
83 84
85
86 87