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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
2226
$1.47K ﹤0.01%
102
+87
2227
$1.47K ﹤0.01%
11
-1
2228
$1.46K ﹤0.01%
29
2229
$1.46K ﹤0.01%
63
+50
2230
$1.46K ﹤0.01%
782
+42
2231
$1.46K ﹤0.01%
14
-38
2232
$1.46K ﹤0.01%
80
+47
2233
$1.46K ﹤0.01%
+49
2234
$1.45K ﹤0.01%
47
2235
$1.45K ﹤0.01%
82
-9
2236
$1.44K ﹤0.01%
80
+23
2237
$1.44K ﹤0.01%
119
2238
$1.43K ﹤0.01%
38
2239
$1.43K ﹤0.01%
154
+53
2240
$1.43K ﹤0.01%
8
2241
$1.43K ﹤0.01%
32
+5
2242
$1.43K ﹤0.01%
+1
2243
$1.42K ﹤0.01%
+343
2244
$1.42K ﹤0.01%
72
2245
$1.41K ﹤0.01%
51
+41
2246
$1.4K ﹤0.01%
+82
2247
$1.4K ﹤0.01%
115
-231
2248
$1.4K ﹤0.01%
40
+23
2249
$1.39K ﹤0.01%
+24
2250
$1.39K ﹤0.01%
+108
88 89
90
91 92