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
276
$259K 0.03%
1,705
-1,671
277
$257K 0.03%
15,040
278
$255K 0.03%
2,865
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279
$255K 0.03%
7,000
280
$253K 0.03%
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-3
281
$253K 0.03%
4,072
-439
282
$252K 0.03%
384
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283
$249K 0.03%
4,388
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284
$248K 0.03%
1,815
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285
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3,305
-333
286
$246K 0.03%
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287
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3,116
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288
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289
$245K 0.03%
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290
$245K 0.03%
2,922
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291
$243K 0.03%
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292
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293
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-1,337
294
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295
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4,725
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296
$236K 0.03%
841
-135
297
$234K 0.03%
944
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298
$234K 0.03%
2,731
-187
299
$233K 0.03%
2,424
+185
300
$229K 0.03%
19,671
-673
10 11
12
13 14