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
2526
$753 ﹤0.01%
18
2527
$750 ﹤0.01%
282
-206
2528
$745 ﹤0.01%
22
-75
2529
$744 ﹤0.01%
5
+1
2530
$739 ﹤0.01%
21
+1
2531
$739 ﹤0.01%
23
+7
2532
$727 ﹤0.01%
18
-165
2533
$720 ﹤0.01%
47
-126
2534
$710 ﹤0.01%
+284
2535
$704 ﹤0.01%
12
2536
$696 ﹤0.01%
28
2537
$692 ﹤0.01%
20
-26
2538
$689 ﹤0.01%
93
2539
$685 ﹤0.01%
8
+1
2540
$676 ﹤0.01%
37
-32
2541
$674 ﹤0.01%
+28
2542
$666 ﹤0.01%
26
2543
$663 ﹤0.01%
19
2544
$654 ﹤0.01%
13
2545
$648 ﹤0.01%
5
-11
2546
$647 ﹤0.01%
36
-714
2547
$645 ﹤0.01%
15
-7
2548
$642 ﹤0.01%
30
-1
2549
$639 ﹤0.01%
+8
2550
$635 ﹤0.01%
104
-8
100 101
102
103 104