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
501
$94.8K 0.01%
973
-76
502
$94.8K 0.01%
3,414
-192
503
$94.6K 0.01%
5,613
+513
504
$94.5K 0.01%
421
+2
505
$94.1K 0.01%
2,033
-9,966
506
$94K 0.01%
973
-49
507
$93.7K 0.01%
2,953
-2
508
$93.5K 0.01%
2,255
+872
509
$93.4K 0.01%
2,787
-277
510
$92.8K 0.01%
1,196
-86
511
$92.5K 0.01%
533
+23
512
$92.4K 0.01%
1,250
513
$92.3K 0.01%
20
-4
514
$91.5K 0.01%
5,736
+2,259
515
$91.5K 0.01%
1,063
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516
$91.3K 0.01%
349
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517
$90.1K 0.01%
2,565
+436
518
$89.1K 0.01%
+2,500
519
$88.9K 0.01%
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520
$88.4K 0.01%
889
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521
$87.9K 0.01%
1,779
-346
522
$87.1K 0.01%
1,183
+600
523
$87K 0.01%
1,319
+222
524
$87K 0.01%
712
+71
525
$86.8K 0.01%
256
+72
19 20
21
22 23