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
26
$4.62M 0.57%
54,911
-1,858
27
$4.62M 0.57%
8,384
+7,473
28
$4.61M 0.57%
+383,351
29
$4.54M 0.56%
+184,095
30
$4.54M 0.56%
60,856
+60,490
31
$4.45M 0.55%
181,650
+175,150
32
$4.35M 0.54%
+351,648
33
$4.33M 0.53%
11,116
+9,617
34
$4.3M 0.53%
32,088
+2,400
35
$4.21M 0.52%
25,036
+4,430
36
$4.2M 0.52%
+43,582
37
$4.2M 0.52%
16,940
+504
38
$4.2M 0.52%
10,927
+4,524
39
$4.15M 0.51%
+44,673
40
$4.1M 0.5%
79,984
+5,285
41
$4.02M 0.49%
19,705
+620
42
$4M 0.49%
380,214
+370,214
43
$3.94M 0.49%
33,966
+31,668
44
$3.87M 0.48%
43,460
-1,799
45
$3.77M 0.46%
39,872
+613
46
$3.75M 0.46%
+45,168
47
$3.72M 0.46%
42,158
+1,895
48
$3.71M 0.46%
+47,369
49
$3.69M 0.45%
50,354
+50,183
50
$3.34M 0.41%
9,512
+21
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