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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$116K 0.01%
1,854
-573
452
$115K 0.01%
875
+107
453
$115K 0.01%
8,000
454
$115K 0.01%
+2,500
455
$112K 0.01%
799
-246
456
$112K 0.01%
824
-62
457
$111K 0.01%
3,306
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458
$110K 0.01%
1,580
-194
459
$109K 0.01%
3,000
460
$108K 0.01%
1,906
-331
461
$108K 0.01%
3,878
+80
462
$108K 0.01%
406
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463
$107K 0.01%
1,820
-30
464
$106K 0.01%
2,907
-231
465
$106K 0.01%
1,515
-86
466
$106K 0.01%
8,338
-336
467
$105K 0.01%
6,951
+30
468
$104K 0.01%
1,703
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469
$104K 0.01%
3,043
-673
470
$103K 0.01%
726
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471
$103K 0.01%
3,626
-73
472
$103K 0.01%
97,700
473
$102K 0.01%
2,285
-53
474
$102K 0.01%
15,838
-271
475
$102K 0.01%
862
+69
17 18
19
20 21