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
251
$344K 0.03%
5,034
+1,445
252
$341K 0.03%
1,301
-1,509
253
$341K 0.03%
2,199
+663
254
$340K 0.03%
33,427
-46,557
255
$340K 0.03%
8,375
+748
256
$338K 0.03%
7,945
-664
257
$337K 0.03%
1,599
+552
258
$331K 0.03%
647
+295
259
$327K 0.03%
11,316
+421
260
$324K 0.03%
5,611
+1,924
261
$321K 0.03%
7,774
-16
262
$319K 0.03%
1,684
+414
263
$318K 0.03%
6,700
264
$317K 0.03%
21,101
+366
265
$315K 0.03%
4,555
+1,506
266
$314K 0.03%
2,426
+133
267
$313K 0.03%
1,897
+126
268
$312K 0.03%
2,020
+168
269
$312K 0.03%
5,554
+259
270
$311K 0.03%
16,652
-1,271
271
$310K 0.03%
4,607
+478
272
$302K 0.03%
3,177
-16
273
$299K 0.03%
2,047
+207
274
$297K 0.03%
5,421
+621
275
$297K 0.03%
9,524
+874
9 10
11
12 13