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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$97.9K 0.01%
854
+64
477
$97.8K 0.01%
1,958
+143
478
$97.7K 0.01%
1,250
479
$97.7K 0.01%
543
-39
480
$97K 0.01%
806
+16
481
$96.5K 0.01%
891
+19
482
$96.3K 0.01%
2,920
-282
483
$96.2K 0.01%
2,724
+1,066
484
$95.9K 0.01%
2,240
485
$95.7K 0.01%
4,707
+51
486
$95.5K 0.01%
1,403
-416
487
$94.7K 0.01%
23,269
-339
488
$94.3K 0.01%
2,604
+632
489
$94K 0.01%
1,767
-339
490
$93.7K 0.01%
614
+6
491
$92.4K 0.01%
180
492
$92K 0.01%
1,213
+38
493
$91.6K 0.01%
915
+45
494
$91.5K 0.01%
2,472
+8
495
$91.4K 0.01%
1,916
+470
496
$91.3K 0.01%
2,611
+23
497
$91.3K 0.01%
909
+59
498
$91.1K 0.01%
4,521
499
$90.6K 0.01%
5,650
500
$90.4K 0.01%
592
-154
18 19
20
21 22