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
351
$180K 0.02%
3,201
-427
352
$178K 0.02%
3,684
-263
353
$178K 0.02%
2,611
-93
354
$178K 0.02%
729
+108
355
$178K 0.02%
+3,345
356
$176K 0.02%
2,160
+166
357
$174K 0.02%
1,650
358
$174K 0.02%
3,090
-255
359
$172K 0.02%
1,528
+13
360
$171K 0.02%
1,660
+581
361
$171K 0.02%
3,551
+367
362
$170K 0.02%
2,470
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363
$169K 0.02%
836
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364
$169K 0.02%
1,158
+395
365
$168K 0.02%
68
366
$167K 0.02%
3,605
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367
$167K 0.02%
3,069
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368
$167K 0.02%
2,464
-36
369
$167K 0.02%
25,547
-163
370
$167K 0.02%
1,471
+422
371
$166K 0.02%
6,850
372
$164K 0.02%
8,276
373
$164K 0.02%
+5,676
374
$163K 0.02%
1,997
+244
375
$163K 0.02%
5,222
-1,639
13 14
15
16 17