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
2576
$597 ﹤0.01%
41
-114
2577
$593 ﹤0.01%
46
+25
2578
$589 ﹤0.01%
8
2579
$575 ﹤0.01%
180
2580
$574 ﹤0.01%
+10
2581
$556 ﹤0.01%
+58
2582
$555 ﹤0.01%
26
-44
2583
$551 ﹤0.01%
+20
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$549 ﹤0.01%
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2585
$546 ﹤0.01%
39
-636
2586
$543 ﹤0.01%
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+22
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+3
2589
$539 ﹤0.01%
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+16
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$535 ﹤0.01%
5
+2
2591
$525 ﹤0.01%
11
2592
$518 ﹤0.01%
+26
2593
$517 ﹤0.01%
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-746
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$512 ﹤0.01%
+98
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$508 ﹤0.01%
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$508 ﹤0.01%
+23
2597
$505 ﹤0.01%
+16
2598
$497 ﹤0.01%
62
-536
2599
$497 ﹤0.01%
43
2600
$495 ﹤0.01%
92
+46
102 103
104
105 106