LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$339K 0.04%
696
+202
227
$337K 0.04%
18,228
+82
228
$335K 0.04%
21,940
+3,700
229
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$334K 0.04%
10,469
+9,896
231
$333K 0.04%
3,320
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232
$331K 0.04%
4,105
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233
$328K 0.04%
7,622
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234
$328K 0.04%
2,585
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235
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36,606
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236
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237
$323K 0.04%
3,880
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238
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587
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3,596
-181
240
$316K 0.04%
2,113
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241
$315K 0.04%
988
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242
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243
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244
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245
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246
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14,123
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247
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4,324
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248
$307K 0.04%
16,421
+6,307
249
$306K 0.04%
1,276
+141
250
$304K 0.04%
24,753
8 9
10
11 12