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
2576
$553 ﹤0.01%
17
2577
$552 ﹤0.01%
14
2578
$552 ﹤0.01%
+24
2579
$551 ﹤0.01%
10
2580
$542 ﹤0.01%
10
2581
$537 ﹤0.01%
11
-5
2582
$532 ﹤0.01%
9
-4
2583
$532 ﹤0.01%
65
-58
2584
$529 ﹤0.01%
17
2585
$527 ﹤0.01%
76
-236
2586
$523 ﹤0.01%
51
-22
2587
$522 ﹤0.01%
350
-711
2588
$519 ﹤0.01%
+11
2589
$519 ﹤0.01%
14
-5
2590
$518 ﹤0.01%
52
2591
$518 ﹤0.01%
20
2592
$517 ﹤0.01%
8
+1
2593
$517 ﹤0.01%
28
2594
$515 ﹤0.01%
10
-20
2595
$512 ﹤0.01%
146
+98
2596
$512 ﹤0.01%
20
-452
2597
$502 ﹤0.01%
7
+5
2598
$500 ﹤0.01%
+21
2599
$496 ﹤0.01%
18
+9
2600
$493 ﹤0.01%
153
-334
102 103
104
105 106