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
2476
$938 ﹤0.01%
164
+12
2477
$933 ﹤0.01%
11
2478
$931 ﹤0.01%
100
-225
2479
$930 ﹤0.01%
+62
2480
$929 ﹤0.01%
33
-51
2481
$926 ﹤0.01%
26
+11
2482
$919 ﹤0.01%
21
-9
2483
$914 ﹤0.01%
21
2484
$911 ﹤0.01%
116
2485
$910 ﹤0.01%
35
+13
2486
$906 ﹤0.01%
50
-17
2487
$904 ﹤0.01%
7
-15
2488
$901 ﹤0.01%
143
2489
$900 ﹤0.01%
42
-38
2490
$899 ﹤0.01%
+72
2491
$899 ﹤0.01%
222
-694
2492
$898 ﹤0.01%
21
-63
2493
$896 ﹤0.01%
32
+24
2494
$889 ﹤0.01%
27
2495
$880 ﹤0.01%
14
-20
2496
$878 ﹤0.01%
63
-256
2497
$874 ﹤0.01%
5
-3
2498
$868 ﹤0.01%
25
2499
$865 ﹤0.01%
50
2500
$853 ﹤0.01%
13
98 99
100
101 102