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
501
$89.1K 0.01%
2,756
+820
502
$89.1K 0.01%
1,518
-375
503
$88.9K 0.01%
685
+59
504
$88.8K 0.01%
5,039
+45
505
$88.6K 0.01%
234
+3
506
$88K 0.01%
2,787
+980
507
$87.5K 0.01%
+1,195
508
$87.3K 0.01%
4,290
509
$87.2K 0.01%
1,183
510
$85.4K 0.01%
1,213
511
$84.9K 0.01%
2,090
+25
512
$84.4K 0.01%
900
513
$83.8K 0.01%
524
+23
514
$83.5K 0.01%
7,692
+2,412
515
$83.1K 0.01%
785
+86
516
$82.6K 0.01%
496
-8
517
$82.6K 0.01%
8,531
518
$82.5K 0.01%
304
-8
519
$82.2K 0.01%
1,071
+98
520
$82.1K 0.01%
678
+160
521
$82K 0.01%
800
522
$81.8K 0.01%
1,242
+10
523
$81.4K 0.01%
564
+45
524
$81K 0.01%
1,016
+331
525
$79.8K 0.01%
1,623
+16
19 20
21
22 23