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
301
$227K 0.03%
18,635
+280
302
$226K 0.03%
7,178
-2,017
303
$226K 0.03%
3,042
+75
304
$224K 0.03%
1,269
+129
305
$223K 0.03%
1,650
-2,100
306
$222K 0.03%
1,964
+360
307
$219K 0.03%
3,377
+571
308
$218K 0.03%
13,692
+33
309
$217K 0.03%
1,423
+166
310
$217K 0.03%
1,002
-54
311
$216K 0.03%
2,469
+171
312
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6,665
-1,501
313
$216K 0.03%
1,666
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314
$215K 0.03%
8,000
315
$214K 0.03%
6,131
-40
316
$212K 0.03%
2,537
317
$211K 0.03%
270
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318
$210K 0.03%
8,573
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319
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2,252
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320
$209K 0.03%
7,767
-1,288
321
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2,327
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322
$206K 0.03%
4,919
+99
323
$206K 0.03%
4,194
+2,413
324
$205K 0.03%
598
+90
325
$201K 0.02%
6,305
-245
11 12
13
14 15