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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
2301
$1.2K ﹤0.01%
115
+76
2302
$1.19K ﹤0.01%
+90
2303
$1.19K ﹤0.01%
37
-5
2304
$1.18K ﹤0.01%
+34
2305
$1.17K ﹤0.01%
150
2306
$1.17K ﹤0.01%
+15
2307
$1.17K ﹤0.01%
5
+1
2308
$1.17K ﹤0.01%
132
2309
$1.17K ﹤0.01%
46
+26
2310
$1.16K ﹤0.01%
32
+12
2311
$1.16K ﹤0.01%
+67
2312
$1.15K ﹤0.01%
40
-35
2313
$1.15K ﹤0.01%
57
+40
2314
$1.15K ﹤0.01%
48
2315
$1.14K ﹤0.01%
36
2316
$1.14K ﹤0.01%
+741
2317
$1.14K ﹤0.01%
68
-524
2318
$1.13K ﹤0.01%
194
2319
$1.13K ﹤0.01%
83
+36
2320
$1.13K ﹤0.01%
17
+3
2321
$1.13K ﹤0.01%
65
-321
2322
$1.13K ﹤0.01%
26
2323
$1.12K ﹤0.01%
55
-302
2324
$1.12K ﹤0.01%
134
2325
$1.12K ﹤0.01%
6
+2
91 92
93
94 95