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
301
$257K 0.03%
824
+391
302
$252K 0.03%
13,116
+3,809
303
$252K 0.03%
4,106
+1,438
304
$251K 0.03%
3,960
+150
305
$251K 0.03%
29,125
+3,172
306
$248K 0.02%
1,101
+74
307
$245K 0.02%
3,790
+890
308
$245K 0.02%
17,595
+2,825
309
$245K 0.02%
2,474
+287
310
$244K 0.02%
7,072
311
$241K 0.02%
7,728
312
$240K 0.02%
788
-204
313
$240K 0.02%
3,904
+1,418
314
$239K 0.02%
1,650
-20
315
$237K 0.02%
2,429
+478
316
$237K 0.02%
1,844
+385
317
$235K 0.02%
1,649
+109
318
$234K 0.02%
6,512
+3,592
319
$234K 0.02%
1,505
320
$233K 0.02%
2,696
+501
321
$230K 0.02%
2,375
+273
322
$227K 0.02%
3,350
323
$226K 0.02%
21,000
324
$225K 0.02%
867
+156
325
$225K 0.02%
3,627
+1,326
11 12
13
14 15