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
401
$145K 0.02%
3,215
-70
402
$144K 0.02%
13,955
+2,415
403
$144K 0.02%
1,536
-215
404
$143K 0.02%
8,531
405
$142K 0.02%
1,680
406
$142K 0.02%
6,200
407
$140K 0.02%
4,845
408
$140K 0.02%
817
+215
409
$140K 0.02%
1,962
+209
410
$140K 0.02%
10,397
411
$139K 0.02%
3,892
-164
412
$139K 0.02%
4,568
+500
413
$139K 0.02%
678
-32
414
$139K 0.02%
20,768
-920
415
$138K 0.02%
11,350
416
$138K 0.02%
12,000
417
$138K 0.02%
1,050
418
$138K 0.02%
12,453
419
$138K 0.02%
3,158
+377
420
$135K 0.02%
1,876
421
$135K 0.02%
1,018
+51
422
$135K 0.02%
1,744
+10
423
$133K 0.02%
23,336
+20,877
424
$133K 0.02%
2,108
-392
425
$133K 0.02%
801
+207
15 16
17
18 19