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
476
$118K 0.01%
2,478
477
$118K 0.01%
5,559
+1,292
478
$118K 0.01%
1,336
+123
479
$118K 0.01%
1,812
+500
480
$117K 0.01%
1,000
+353
481
$117K 0.01%
8,000
482
$116K 0.01%
140
+51
483
$116K 0.01%
510
+238
484
$116K 0.01%
4,521
485
$115K 0.01%
907
+53
486
$115K 0.01%
10,624
-910
487
$113K 0.01%
3,054
+101
488
$113K 0.01%
5,463
-4,845
489
$113K 0.01%
491
+145
490
$113K 0.01%
9,888
+2,196
491
$112K 0.01%
1,206
+455
492
$112K 0.01%
4,150
493
$112K 0.01%
9,777
+312
494
$112K 0.01%
1,238
-350
495
$111K 0.01%
2,316
+76
496
$111K 0.01%
1,468
+318
497
$111K 0.01%
779
+561
498
$110K 0.01%
3,767
+288
499
$110K 0.01%
1,422
+632
500
$109K 0.01%
1,010
-45
18 19
20
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