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
2626
$404 ﹤0.01%
3
-111
2627
$397 ﹤0.01%
5
-10
2628
$395 ﹤0.01%
32
-42
2629
$393 ﹤0.01%
+71
2630
$391 ﹤0.01%
19
2631
$390 ﹤0.01%
5
-15
2632
$387 ﹤0.01%
14
-49
2633
$386 ﹤0.01%
28
2634
$384 ﹤0.01%
24
2635
$384 ﹤0.01%
18
2636
$382 ﹤0.01%
29
2637
$379 ﹤0.01%
+93
2638
$376 ﹤0.01%
12
-24
2639
$375 ﹤0.01%
84
2640
$374 ﹤0.01%
160
-673
2641
$374 ﹤0.01%
14
-23
2642
$368 ﹤0.01%
79
-21
2643
$367 ﹤0.01%
8
-14
2644
$358 ﹤0.01%
+57
2645
$356 ﹤0.01%
16
-43
2646
$356 ﹤0.01%
11
-295
2647
$352 ﹤0.01%
32
+1
2648
$351 ﹤0.01%
+132
2649
$347 ﹤0.01%
5
2650
$347 ﹤0.01%
18
104 105
106
107 108