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
451
$128K 0.01%
2,701
452
$128K 0.01%
1,786
+255
453
$127K 0.01%
630
+65
454
$127K 0.01%
3,194
+274
455
$127K 0.01%
8,131
456
$127K 0.01%
1,135
+226
457
$124K 0.01%
2,084
+364
458
$124K 0.01%
3,000
459
$124K 0.01%
3,347
+1,032
460
$124K 0.01%
908
+55
461
$123K 0.01%
497
+101
462
$123K 0.01%
1,489
+418
463
$123K 0.01%
8,923
-105
464
$122K 0.01%
2,441
-12
465
$122K 0.01%
1,762
+33
466
$121K 0.01%
2,120
467
$121K 0.01%
100
+58
468
$121K 0.01%
7,272
469
$121K 0.01%
34
-22
470
$120K 0.01%
621
-7
471
$120K 0.01%
948
+638
472
$120K 0.01%
611
-3
473
$120K 0.01%
3,870
-367
474
$119K 0.01%
470
+205
475
$119K 0.01%
6,902
+2,127
17 18
19
20 21