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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$271K 0.03%
7,322
+250
302
$270K 0.03%
6,051
+365
303
$268K 0.03%
716
-12
304
$263K 0.02%
2,519
-757
305
$262K 0.02%
1,726
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306
$261K 0.02%
1,097
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307
$261K 0.02%
3,800
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308
$258K 0.02%
1,105
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309
$258K 0.02%
1,939
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310
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855
+2
311
$254K 0.02%
14,471
+1,071
312
$253K 0.02%
9,685
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313
$253K 0.02%
4,221
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314
$251K 0.02%
872
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315
$251K 0.02%
3,782
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316
$251K 0.02%
2,123
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317
$250K 0.02%
5,014
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6,291
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319
$248K 0.02%
1,650
320
$247K 0.02%
13,283
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321
$247K 0.02%
2,631
322
$246K 0.02%
17,009
-1,935
323
$244K 0.02%
2,086
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324
$244K 0.02%
5,202
+202
325
$244K 0.02%
7,728
11 12
13
14 15