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
401
$163K 0.02%
5,712
+84
402
$163K 0.02%
3,556
+371
403
$161K 0.02%
2,934
-133
404
$161K 0.02%
4,150
405
$161K 0.02%
996
+72
406
$160K 0.02%
919
+11
407
$160K 0.02%
1,150
+182
408
$160K 0.02%
4,725
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409
$160K 0.02%
4,132
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410
$159K 0.01%
326
+18
411
$157K 0.01%
2,438
-20
412
$157K 0.01%
5,064
+1,303
413
$154K 0.01%
1,684
+399
414
$152K 0.01%
9,130
-2,072
415
$152K 0.01%
862
-16
416
$152K 0.01%
903
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417
$152K 0.01%
20
418
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+7,194
419
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5,841
+220
420
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3,190
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421
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107
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422
$149K 0.01%
1,671
+22
423
$149K 0.01%
2,785
+303
424
$148K 0.01%
1,200
+46
425
$147K 0.01%
1,828
-306
15 16
17
18 19