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
2751
$169 ﹤0.01%
9
-19
2752
$168 ﹤0.01%
117
-947
2753
$167 ﹤0.01%
19
-123
2754
$167 ﹤0.01%
+2
2755
$167 ﹤0.01%
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-27
2756
$166 ﹤0.01%
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2757
$166 ﹤0.01%
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-40
2758
$166 ﹤0.01%
+2
2759
$164 ﹤0.01%
18
-119
2760
$163 ﹤0.01%
5
-23
2761
$161 ﹤0.01%
10
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$161 ﹤0.01%
8
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$159 ﹤0.01%
+18
2764
$158 ﹤0.01%
+33
2765
$158 ﹤0.01%
+7
2766
$157 ﹤0.01%
13
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$156 ﹤0.01%
18
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2768
$155 ﹤0.01%
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-33
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$155 ﹤0.01%
20
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2770
$154 ﹤0.01%
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-241
2771
$153 ﹤0.01%
4
-36
2772
$153 ﹤0.01%
5
-123
2773
$150 ﹤0.01%
8
-51
2774
$149 ﹤0.01%
44
-772
2775
$148 ﹤0.01%
8
109 110
111
112 113