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
426
$147K 0.01%
1,349
+44
427
$147K 0.01%
7,837
+1,064
428
$147K 0.01%
6,846
429
$146K 0.01%
1,874
-304
430
$146K 0.01%
666
+36
431
$145K 0.01%
1,049
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432
$144K 0.01%
1,050
433
$144K 0.01%
504
+23
434
$144K 0.01%
2,912
435
$143K 0.01%
1,600
+191
436
$143K 0.01%
852
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437
$142K 0.01%
528
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438
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1,061
-119
439
$140K 0.01%
3,534
-727
440
$140K 0.01%
1,561
-1,298
441
$140K 0.01%
+2,734
442
$139K 0.01%
1,020
-194
443
$138K 0.01%
559
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444
$138K 0.01%
3,590
-32
445
$138K 0.01%
153
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446
$138K 0.01%
3,546
+2,134
447
$137K 0.01%
1,745
-321
448
$137K 0.01%
3,602
+351
449
$136K 0.01%
2,520
+225
450
$135K 0.01%
10,599
-3,813
16 17
18
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