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
501
$109K 0.01%
509
-15
502
$108K 0.01%
11,886
+3,062
503
$107K 0.01%
1,224
+540
504
$107K 0.01%
2,598
+1,368
505
$107K 0.01%
968
+580
506
$107K 0.01%
1,250
507
$106K 0.01%
4,637
-70
508
$106K 0.01%
941
+493
509
$105K 0.01%
3,020
+416
510
$105K 0.01%
1,264
+493
511
$105K 0.01%
1,036
+145
512
$103K 0.01%
503
+175
513
$102K 0.01%
5,545
514
$102K 0.01%
622
+177
515
$102K 0.01%
3,188
+250
516
$102K 0.01%
2,831
+220
517
$102K 0.01%
3,980
518
$101K 0.01%
1,659
+592
519
$101K 0.01%
984
-695
520
$101K 0.01%
247
+46
521
$100K 0.01%
900
+192
522
$99.9K 0.01%
3,319
+597
523
$99.7K 0.01%
1,461
+129
524
$98.7K 0.01%
885
+125
525
$98.3K 0.01%
1,566
+848
19 20
21
22 23