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
2776
$147 ﹤0.01%
17
-26
2777
$138 ﹤0.01%
8
2778
$138 ﹤0.01%
3
2779
$133 ﹤0.01%
2
-5
2780
$121 ﹤0.01%
1
2781
$118 ﹤0.01%
8
-582
2782
$96 ﹤0.01%
2
-4
2783
$95 ﹤0.01%
5
2784
$87 ﹤0.01%
14
-587
2785
$79 ﹤0.01%
1
2786
$77 ﹤0.01%
8
-29
2787
$77 ﹤0.01%
2
2788
$72 ﹤0.01%
3
2789
$69 ﹤0.01%
3
2790
$66 ﹤0.01%
1
2791
$60 ﹤0.01%
8
2792
$58 ﹤0.01%
1
2793
$55 ﹤0.01%
6
2794
$52 ﹤0.01%
+1
2795
$52 ﹤0.01%
1
2796
$49 ﹤0.01%
4
2797
$47 ﹤0.01%
5
2798
$30 ﹤0.01%
1
2799
$28 ﹤0.01%
4
2800
$26 ﹤0.01%
4
110 111
112
113 114