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
2701
$205 ﹤0.01%
+4
2702
$203 ﹤0.01%
37
2703
$201 ﹤0.01%
15
2704
$185 ﹤0.01%
3
+1
2705
$167 ﹤0.01%
15
2706
$165 ﹤0.01%
108
2707
$157 ﹤0.01%
7,826
2708
$150 ﹤0.01%
25
2709
$138 ﹤0.01%
10
2710
$135 ﹤0.01%
+50
2711
$128 ﹤0.01%
+2
2712
$126 ﹤0.01%
+13
2713
$117 ﹤0.01%
15
2714
$114 ﹤0.01%
15
2715
$113 ﹤0.01%
2
2716
$100 ﹤0.01%
1
2717
$99 ﹤0.01%
4
-61
2718
$95 ﹤0.01%
100
2719
$90 ﹤0.01%
10,000
2720
$84 ﹤0.01%
3
2721
$84 ﹤0.01%
1
2722
$81 ﹤0.01%
+2
2723
$74 ﹤0.01%
3
2724
$65 ﹤0.01%
1
2725
$63 ﹤0.01%
1
-234
107 108
109
110 111