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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
2351
$1.03K ﹤0.01%
88
+51
2352
$1.02K ﹤0.01%
42
+17
2353
$1.02K ﹤0.01%
11
2354
$1.02K ﹤0.01%
163
+115
2355
$1.02K ﹤0.01%
227
+112
2356
$1.01K ﹤0.01%
+44
2357
$1.01K ﹤0.01%
98
2358
$1K ﹤0.01%
94
-1,025
2359
$993 ﹤0.01%
49
-23
2360
$990 ﹤0.01%
21
-1,162
2361
$986 ﹤0.01%
123
2362
$985 ﹤0.01%
120
+66
2363
$984 ﹤0.01%
292
-1,442
2364
$978 ﹤0.01%
+18
2365
$969 ﹤0.01%
16
2366
$964 ﹤0.01%
19
+13
2367
$963 ﹤0.01%
12
2368
$962 ﹤0.01%
+40
2369
$959 ﹤0.01%
390
-439
2370
$950 ﹤0.01%
107
2371
$944 ﹤0.01%
72
+48
2372
$940 ﹤0.01%
87
-101
2373
$934 ﹤0.01%
42
+26
2374
$932 ﹤0.01%
22
2375
$923 ﹤0.01%
27
93 94
95
96 97