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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$116K 0.01%
443
+3
427
$116K 0.01%
9,028
+189
428
$115K 0.01%
4,150
429
$115K 0.01%
1,026
+6
430
$114K 0.01%
2,486
-668
431
$114K 0.01%
2,585
-45
432
$114K 0.01%
11,534
+135
433
$112K 0.01%
8,000
434
$112K 0.01%
845
-249
435
$112K 0.01%
1,720
-47
436
$111K 0.01%
628
437
$111K 0.01%
1,055
-6
438
$110K 0.01%
433
+15
439
$109K 0.01%
3,479
-52
440
$109K 0.01%
3,000
441
$109K 0.01%
527
+54
442
$109K 0.01%
2,555
+170
443
$109K 0.01%
9,465
+1,390
444
$108K 0.01%
248
-45
445
$108K 0.01%
504
+142
446
$108K 0.01%
1,134
+313
447
$107K 0.01%
700
+267
448
$107K 0.01%
2,953
+987
449
$107K 0.01%
2,907
+565
450
$107K 0.01%
2,120
16 17
18
19 20