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
426
$140K 0.01%
20
+3
427
$140K 0.01%
541
-81
428
$140K 0.01%
2,160
-23
429
$139K 0.01%
700
+108
430
$139K 0.01%
3,072
+1,156
431
$139K 0.01%
542
-1
432
$138K 0.01%
1,391
+411
433
$137K 0.01%
3,794
+103
434
$136K 0.01%
997
+191
435
$136K 0.01%
1,005
-378
436
$136K 0.01%
4,845
437
$135K 0.01%
1,003
+325
438
$134K 0.01%
480
+37
439
$132K 0.01%
6,151
-1,539
440
$132K 0.01%
851
+63
441
$131K 0.01%
1,677
-199
442
$131K 0.01%
6,951
443
$130K 0.01%
3,239
+767
444
$130K 0.01%
891
+38
445
$130K 0.01%
335
-63
446
$130K 0.01%
3,381
+167
447
$129K 0.01%
1,671
+461
448
$129K 0.01%
896
+196
449
$129K 0.01%
1,760
+942
450
$128K 0.01%
127
+43
16 17
18
19 20