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
376
$173K 0.02%
1,425
+317
377
$173K 0.02%
854
+134
378
$172K 0.02%
508
+38
379
$172K 0.02%
1,515
-7
380
$168K 0.02%
303
+55
381
$168K 0.02%
10,576
+2,877
382
$167K 0.02%
5,535
+679
383
$167K 0.02%
743
+89
384
$166K 0.02%
2,878
+1,111
385
$166K 0.02%
1,327
-623
386
$166K 0.02%
2,141
+738
387
$162K 0.02%
2,253
+26
388
$160K 0.02%
2,538
+355
389
$160K 0.02%
282
+102
390
$159K 0.02%
1,113
+29
391
$158K 0.02%
2,193
+807
392
$158K 0.02%
917
+471
393
$157K 0.02%
570
+66
394
$157K 0.02%
16,192
+291
395
$156K 0.02%
1,150
+365
396
$155K 0.02%
1,919
+1,305
397
$155K 0.02%
1,959
-8
398
$154K 0.02%
+1,555
399
$153K 0.02%
3,919
+380
400
$153K 0.02%
1,004
+117
14 15
16
17 18