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
2726
$63 ﹤0.01%
+4
2727
$58 ﹤0.01%
+5
2728
$57 ﹤0.01%
1
-5
2729
$56 ﹤0.01%
+16
2730
$55 ﹤0.01%
+2
2731
$54 ﹤0.01%
+4
2732
$53 ﹤0.01%
+3
2733
$53 ﹤0.01%
+3
2734
$51 ﹤0.01%
5
2735
$50 ﹤0.01%
6
2736
$48 ﹤0.01%
4
2737
$39 ﹤0.01%
+2
2738
$38 ﹤0.01%
1
2739
$36 ﹤0.01%
40
2740
$35 ﹤0.01%
1
2741
$35 ﹤0.01%
3
-3
2742
$34 ﹤0.01%
1
2743
$32 ﹤0.01%
1
2744
$29 ﹤0.01%
29
2745
$25 ﹤0.01%
3
2746
$19 ﹤0.01%
1
2747
$18 ﹤0.01%
+1
2748
$17 ﹤0.01%
1
2749
$17 ﹤0.01%
6
2750
$17 ﹤0.01%
2
108 109
110
111 112