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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.07K ﹤0.01%
45
-65
2477
$1.07K ﹤0.01%
20
2478
$1.07K ﹤0.01%
26
2479
$1.06K ﹤0.01%
21
2480
$1.05K ﹤0.01%
35
+15
2481
$1.04K ﹤0.01%
+18
2482
$1.04K ﹤0.01%
254
+135
2483
$1.04K ﹤0.01%
120
2484
$1.03K ﹤0.01%
286
-135
2485
$1.02K ﹤0.01%
123
2486
$1.02K ﹤0.01%
+81
2487
$1.02K ﹤0.01%
+74
2488
$1.01K ﹤0.01%
194
2489
$1K ﹤0.01%
132
+68
2490
$997 ﹤0.01%
56
2491
$985 ﹤0.01%
217
-228
2492
$984 ﹤0.01%
144
-360
2493
$970 ﹤0.01%
+75
2494
$969 ﹤0.01%
150
-216
2495
$968 ﹤0.01%
150
2496
$963 ﹤0.01%
23
+10
2497
$960 ﹤0.01%
14
-8
2498
$959 ﹤0.01%
74
+34
2499
$957 ﹤0.01%
21
2500
$948 ﹤0.01%
+203
98 99
100
101 102