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
326
$201K 0.02%
1,270
+79
327
$200K 0.02%
3,746
-280
328
$198K 0.02%
966
+146
329
$198K 0.02%
1,539
-170
330
$198K 0.02%
10,977
+566
331
$198K 0.02%
865
+23
332
$197K 0.02%
4,690
+820
333
$197K 0.02%
11,445
+366
334
$196K 0.02%
2,377
+661
335
$196K 0.02%
1,878
-24
336
$193K 0.02%
4,917
+3,307
337
$192K 0.02%
4,976
+278
338
$190K 0.02%
2,205
339
$189K 0.02%
369
+62
340
$188K 0.02%
2,075
-282
341
$187K 0.02%
7,072
342
$185K 0.02%
1,559
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343
$185K 0.02%
131
344
$185K 0.02%
4,865
-128
345
$185K 0.02%
1,028
+183
346
$184K 0.02%
10,308
347
$181K 0.02%
3,478
+432
348
$181K 0.02%
10,661
+184
349
$180K 0.02%
6,663
-400
350
$180K 0.02%
4,044
+360
12 13
14
15 16