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
351
$196K 0.02%
1,583
+268
352
$195K 0.02%
2,205
+1,564
353
$195K 0.02%
2,532
-313
354
$195K 0.02%
10,584
+263
355
$194K 0.02%
2,592
+1,133
356
$193K 0.02%
3,881
+239
357
$193K 0.02%
1,461
-89
358
$192K 0.02%
831
-14
359
$192K 0.02%
3,894
+439
360
$192K 0.02%
966
-494
361
$191K 0.02%
1,570
+344
362
$191K 0.02%
4,175
+204
363
$188K 0.02%
1,183
+338
364
$188K 0.02%
7,770
+494
365
$186K 0.02%
1,212
-13
366
$186K 0.02%
1,427
-275
367
$185K 0.02%
3,561
-176
368
$183K 0.02%
9,107
+323
369
$181K 0.02%
2,205
370
$179K 0.02%
737
+210
371
$178K 0.02%
1,765
+593
372
$178K 0.02%
1,274
+348
373
$177K 0.02%
2,294
+775
374
$177K 0.02%
4,586
+372
375
$174K 0.02%
5,446
+1,078
13 14
15
16 17