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
476
$102K 0.01%
2,260
+540
477
$101K 0.01%
5,271
478
$101K 0.01%
1,206
+34
479
$100K 0.01%
9,029
-10,098
480
$100K 0.01%
2,323
+1,572
481
$100K 0.01%
313
-74
482
$99.9K 0.01%
726
-118
483
$99.8K 0.01%
1,016
+115
484
$99.5K 0.01%
7,000
485
$99K 0.01%
2,558
486
$98.7K 0.01%
3,980
487
$98.2K 0.01%
2,120
488
$98.2K 0.01%
2,120
-70
489
$97.8K 0.01%
1,241
+16
490
$97.4K 0.01%
3,351
491
$97.3K 0.01%
583
-127
492
$96.6K 0.01%
4,975
-180
493
$96.5K 0.01%
1,443
+53
494
$96.3K 0.01%
207
+69
495
$96.1K 0.01%
7,272
-68
496
$96K 0.01%
2,038
-67
497
$95.8K 0.01%
508
-107
498
$95.4K 0.01%
3,940
+476
499
$95.3K 0.01%
882
+374
500
$94.9K 0.01%
4,480
-842
18 19
20
21 22