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
2476
$951 ﹤0.01%
12
-19
2477
$940 ﹤0.01%
19
+3
2478
$940 ﹤0.01%
+21
2479
$937 ﹤0.01%
124
2480
$919 ﹤0.01%
19
-70
2481
$909 ﹤0.01%
23
+13
2482
$901 ﹤0.01%
13
-2
2483
$900 ﹤0.01%
+1,000
2484
$899 ﹤0.01%
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-51
2485
$897 ﹤0.01%
35
-4
2486
$881 ﹤0.01%
43
-10
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$880 ﹤0.01%
25
2488
$866 ﹤0.01%
+4
2489
$863 ﹤0.01%
69
-12
2490
$863 ﹤0.01%
11
-198
2491
$861 ﹤0.01%
62
-119
2492
$861 ﹤0.01%
17
+2
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$859 ﹤0.01%
209
-572
2494
$857 ﹤0.01%
+7
2495
$854 ﹤0.01%
11
-48
2496
$850 ﹤0.01%
9
-50
2497
$849 ﹤0.01%
6
-36
2498
$845 ﹤0.01%
+19
2499
$823 ﹤0.01%
115
+50
2500
$815 ﹤0.01%
15
98 99
100
101 102