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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$412K 0.04%
8,320
+856
227
$412K 0.04%
2,530
+57
228
$412K 0.04%
19,583
-72
229
$412K 0.04%
4,353
+193
230
$410K 0.04%
2,190
-299
231
$400K 0.04%
874
+98
232
$396K 0.04%
2,160
+223
233
$393K 0.04%
5,949
+281
234
$386K 0.04%
4,518
+368
235
$381K 0.04%
473
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236
$380K 0.04%
1,269
+262
237
$380K 0.04%
4,157
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238
$376K 0.04%
12,177
+540
239
$376K 0.04%
3,724
-425
240
$372K 0.04%
2,312
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241
$370K 0.04%
960
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242
$369K 0.04%
946
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243
$368K 0.04%
2,444
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244
$366K 0.04%
4,461
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245
$360K 0.04%
5,141
+1,801
246
$360K 0.04%
2,702
-548
247
$354K 0.04%
137
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248
$351K 0.04%
2,898
+524
249
$348K 0.03%
17,368
-462
250
$347K 0.03%
7,161
+1,336
8 9
10
11 12