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
26
$6.68M 0.67%
39,350
+209
27
$6.65M 0.66%
47,171
-2,707
28
$6.59M 0.66%
34,332
-180
29
$6.14M 0.61%
36,074
+1,761
30
$5.78M 0.58%
450,264
-47,371
31
$5.38M 0.54%
25,647
+1,602
32
$5.21M 0.52%
14,709
+1,960
33
$5.02M 0.5%
54,503
-770
34
$5.01M 0.5%
21,530
-547
35
$5M 0.5%
14,028
-1,454
36
$5M 0.5%
393,285
+110
37
$4.99M 0.5%
43,653
+88
38
$4.97M 0.5%
26,633
+101
39
$4.86M 0.49%
9,165
+130
40
$4.66M 0.47%
15,310
+14
41
$4.57M 0.46%
21,409
+709
42
$4.55M 0.45%
11,192
+5,161
43
$4.46M 0.45%
21,174
+172
44
$4.28M 0.43%
47,955
+308
45
$4M 0.4%
20,788
-439
46
$3.76M 0.38%
362,946
-29,368
47
$3.66M 0.37%
35,557
-14
48
$3.65M 0.36%
24,428
-1,255
49
$3.64M 0.36%
8,341
+21
50
$3.59M 0.36%
6,158
+585
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