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
451
$134K 0.01%
1,801
+5
452
$132K 0.01%
546
+38
453
$132K 0.01%
4,845
454
$132K 0.01%
4,902
+4,468
455
$132K 0.01%
13,129
+143
456
$131K 0.01%
4,600
457
$131K 0.01%
1,002
+36
458
$131K 0.01%
2,622
-52
459
$130K 0.01%
3,720
+182
460
$130K 0.01%
1,823
+27
461
$129K 0.01%
4,016
-303
462
$129K 0.01%
10,292
-5,184
463
$128K 0.01%
2,208
+44
464
$128K 0.01%
640
-300
465
$128K 0.01%
2,257
+171
466
$127K 0.01%
2,767
-543
467
$126K 0.01%
1,540
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468
$126K 0.01%
558
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469
$125K 0.01%
513
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470
$125K 0.01%
3,498
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471
$124K 0.01%
1,448
+467
472
$124K 0.01%
3,525
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473
$124K 0.01%
2,478
474
$124K 0.01%
6,127
+48
475
$122K 0.01%
1,061
+9
17 18
19
20 21