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
326
$224K 0.02%
918
-117
327
$223K 0.02%
9,846
328
$222K 0.02%
2,867
-91
329
$220K 0.02%
4,221
+1,666
330
$220K 0.02%
1,580
+554
331
$220K 0.02%
707
+63
332
$218K 0.02%
5,896
+3,121
333
$215K 0.02%
946
+95
334
$215K 0.02%
3,300
+820
335
$215K 0.02%
2,206
+585
336
$212K 0.02%
1,031
+40
337
$211K 0.02%
1,213
+287
338
$209K 0.02%
4,206
-951
339
$208K 0.02%
3,990
-1,253
340
$207K 0.02%
4,719
+85
341
$207K 0.02%
4,865
342
$207K 0.02%
11,423
+311
343
$205K 0.02%
2,630
+2,620
344
$201K 0.02%
1,600
-118
345
$201K 0.02%
883
+32
346
$200K 0.02%
6,850
347
$200K 0.02%
4,829
+66
348
$199K 0.02%
132
+1
349
$198K 0.02%
777
+78
350
$198K 0.02%
2,664
+385
12 13
14
15 16