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
376
$163K 0.02%
5,506
+4,755
377
$162K 0.02%
7,019
+239
378
$161K 0.02%
1,251
-19
379
$161K 0.02%
2,127
380
$161K 0.02%
2,102
-48
381
$160K 0.02%
2,740
+75
382
$158K 0.02%
2,476
+482
383
$158K 0.02%
18,500
+3,090
384
$158K 0.02%
9,846
-1,000
385
$158K 0.02%
569
+47
386
$157K 0.02%
4,124
+1,182
387
$157K 0.02%
5,442
-643
388
$155K 0.02%
1,219
+24
389
$155K 0.02%
3,109
+993
390
$154K 0.02%
1,140
+48
391
$154K 0.02%
3,582
+167
392
$154K 0.02%
2,245
+793
393
$153K 0.02%
2,149
-473
394
$151K 0.02%
+1,557
395
$150K 0.02%
1,642
396
$150K 0.02%
3,750
397
$149K 0.02%
605
+25
398
$149K 0.02%
3,156
+2,306
399
$148K 0.02%
2,526
-389
400
$147K 0.02%
2,888
+287
14 15
16
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