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
401
$152K 0.02%
1,993
-21
402
$152K 0.02%
8,192
+486
403
$151K 0.02%
1,012
+327
404
$151K 0.02%
576
405
$151K 0.02%
1,012
-13
406
$151K 0.02%
3,647
+2,831
407
$150K 0.02%
2,608
+1,186
408
$150K 0.02%
8,830
-171
409
$150K 0.02%
694
+37
410
$150K 0.01%
3,030
-82
411
$149K 0.01%
4,261
-632
412
$149K 0.01%
1,779
+6
413
$148K 0.01%
1,424
+290
414
$147K 0.01%
3,282
+375
415
$146K 0.01%
1,567
+536
416
$145K 0.01%
11,891
-3,101
417
$145K 0.01%
4,600
-3,400
418
$143K 0.01%
4,657
+767
419
$143K 0.01%
1,319
+554
420
$143K 0.01%
3,281
-15
421
$143K 0.01%
1,050
422
$143K 0.01%
34,437
+6,862
423
$143K 0.01%
2,974
-212
424
$142K 0.01%
270
425
$140K 0.01%
2,274
-383
15 16
17
18 19