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
276
$297K 0.03%
3,999
+790
277
$296K 0.03%
16,431
+1,038
278
$294K 0.03%
7,333
-508
279
$292K 0.03%
3,240
+420
280
$292K 0.03%
3,830
+245
281
$291K 0.03%
1,705
282
$289K 0.03%
12,104
-994
283
$288K 0.03%
18,009
+2,706
284
$286K 0.03%
15,040
285
$285K 0.03%
6,582
+3,052
286
$285K 0.03%
5,811
+885
287
$283K 0.03%
33,445
+3,612
288
$281K 0.03%
1,320
+59
289
$281K 0.03%
595
+250
290
$278K 0.03%
4,041
+91
291
$272K 0.03%
1,996
+472
292
$270K 0.03%
2,502
+182
293
$270K 0.03%
4,889
+380
294
$268K 0.03%
671
-35
295
$266K 0.03%
8,739
+88
296
$265K 0.03%
3,269
+883
297
$264K 0.03%
3,246
+284
298
$260K 0.03%
93,468
+15,078
299
$260K 0.03%
3,232
+158
300
$259K 0.03%
7,065
+1,564
10 11
12
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