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
351
$212K 0.02%
8,371
+1,017
352
$212K 0.02%
10,010
+697
353
$211K 0.02%
1,981
+129
354
$210K 0.02%
1,623
+17
355
$210K 0.02%
286
+16
356
$210K 0.02%
809
+47
357
$208K 0.02%
46,183
358
$208K 0.02%
492
-18
359
$207K 0.02%
162
+17
360
$206K 0.02%
5,720
-154
361
$204K 0.02%
802
+87
362
$204K 0.02%
43,970
+13,165
363
$204K 0.02%
1,000
-486
364
$202K 0.02%
495
+1
365
$200K 0.02%
2,390
+74
366
$199K 0.02%
1,682
+31
367
$196K 0.02%
1,520
+149
368
$195K 0.02%
6,082
+193
369
$195K 0.02%
2,045
+77
370
$194K 0.02%
1,714
-41
371
$193K 0.02%
3,381
-1,197
372
$193K 0.02%
6,146
+6,053
373
$191K 0.02%
1,436
+185
374
$190K 0.02%
3,350
375
$188K 0.02%
983
+35
13 14
15
16 17