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
326
$244K 0.02%
872
+3
327
$243K 0.02%
818
+242
328
$241K 0.02%
17,969
+601
329
$236K 0.02%
2,412
+334
330
$233K 0.02%
4,865
331
$233K 0.02%
8,113
+336
332
$233K 0.02%
4,007
+201
333
$232K 0.02%
5,970
-29
334
$231K 0.02%
1,281
+38
335
$230K 0.02%
4,338
-1,517
336
$228K 0.02%
1,923
+448
337
$227K 0.02%
2,059
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338
$226K 0.02%
4,794
-226
339
$225K 0.02%
124
340
$223K 0.02%
3,091
+741
341
$222K 0.02%
5,299
+2,265
342
$221K 0.02%
6,850
343
$218K 0.02%
1,090
-35
344
$218K 0.02%
1,430
-75
345
$215K 0.02%
1,346
+45
346
$214K 0.02%
3,256
-129
347
$213K 0.02%
4,388
+351
348
$213K 0.02%
4,153
+306
349
$212K 0.02%
2,529
+9
350
$212K 0.02%
1,430
+110
12 13
14
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