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
2576
$499 ﹤0.01%
25
2577
$491 ﹤0.01%
5
2578
$491 ﹤0.01%
28
2579
$489 ﹤0.01%
6
-7
2580
$485 ﹤0.01%
58
-129
2581
$485 ﹤0.01%
8
-27
2582
$482 ﹤0.01%
22
2583
$480 ﹤0.01%
9
-30
2584
$476 ﹤0.01%
39
2585
$468 ﹤0.01%
12
2586
$466 ﹤0.01%
+34
2587
$461 ﹤0.01%
52
-493
2588
$455 ﹤0.01%
6
-21
2589
$452 ﹤0.01%
107
2590
$443 ﹤0.01%
54
-223
2591
$434 ﹤0.01%
35
2592
$434 ﹤0.01%
34
-38
2593
$413 ﹤0.01%
10
2594
$404 ﹤0.01%
19
2595
$402 ﹤0.01%
383
+99
2596
$402 ﹤0.01%
60
-89
2597
$401 ﹤0.01%
83
-1,015
2598
$397 ﹤0.01%
32
-79
2599
$396 ﹤0.01%
24
2600
$394 ﹤0.01%
18
102 103
104
105 106