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
251
$302K 0.04%
704
-37
252
$301K 0.04%
2,351
-37
253
$300K 0.04%
7,899
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254
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255
$297K 0.04%
3,198
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256
$294K 0.04%
5,627
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257
$293K 0.04%
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258
$292K 0.04%
5,806
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259
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995
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260
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261
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4,484
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262
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263
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264
$278K 0.03%
7,381
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265
$278K 0.03%
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+1,315
266
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267
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268
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269
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270
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271
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272
$264K 0.03%
6,700
273
$262K 0.03%
3,198
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274
$262K 0.03%
5,709
275
$260K 0.03%
21,149
-3,641
9 10
11
12 13