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
376
$188K 0.02%
2,969
+400
377
$187K 0.02%
2,205
378
$183K 0.02%
1,045
+27
379
$182K 0.02%
+5,500
380
$181K 0.02%
855
+12
381
$180K 0.02%
5,180
+239
382
$180K 0.02%
1,391
-96
383
$178K 0.02%
+6,221
384
$178K 0.02%
1,003
+30
385
$177K 0.02%
1,166
+121
386
$176K 0.02%
641
-108
387
$176K 0.02%
2,314
+379
388
$176K 0.02%
3,592
+8
389
$175K 0.02%
2,637
+197
390
$174K 0.02%
3,662
+190
391
$174K 0.02%
1,098
-137
392
$172K 0.02%
1,079
+147
393
$170K 0.02%
18,236
394
$169K 0.02%
727
+186
395
$168K 0.02%
3,785
+235
396
$168K 0.02%
3,118
-172
397
$168K 0.02%
2,549
+31
398
$167K 0.02%
1,586
+268
399
$166K 0.02%
1,823
+92
400
$165K 0.02%
25,945
+7,945
14 15
16
17 18