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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$122K 0.01%
1,469
+101
477
$122K 0.01%
875
+127
478
$121K 0.01%
889
-293
479
$121K 0.01%
969
+68
480
$120K 0.01%
3,000
481
$119K 0.01%
1,750
+242
482
$119K 0.01%
5,325
483
$119K 0.01%
397
-148
484
$118K 0.01%
639
+18
485
$116K 0.01%
5,100
-1,900
486
$116K 0.01%
452
+21
487
$116K 0.01%
1,250
488
$116K 0.01%
14,417
+84
489
$116K 0.01%
3,158
-234
490
$115K 0.01%
1,002
-3
491
$114K 0.01%
1,815
+204
492
$114K 0.01%
4,539
493
$114K 0.01%
4,290
494
$114K 0.01%
784
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495
$114K 0.01%
1,024
+57
496
$113K 0.01%
415
-10
497
$112K 0.01%
1,115
+155
498
$112K 0.01%
5,656
+1,028
499
$112K 0.01%
3,249
+122
500
$112K 0.01%
233
-66
18 19
20
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