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
526
$86.4K 0.01%
3,655
+381
527
$86.2K 0.01%
426
+6
528
$86.2K 0.01%
2,506
+950
529
$85.7K 0.01%
4,854
-596
530
$85.4K 0.01%
599
-69
531
$85.3K 0.01%
1,213
532
$84.5K 0.01%
571
-118
533
$84.4K 0.01%
+800
534
$84.2K 0.01%
844
-50
535
$84.1K 0.01%
787
-171
536
$83.7K 0.01%
+1,073
537
$82.9K 0.01%
2,614
-9
538
$82.8K 0.01%
1,076
+333
539
$82.7K 0.01%
1,510
+31
540
$82.7K 0.01%
2,057
+1,295
541
$82.5K 0.01%
1,129
-166
542
$82.4K 0.01%
1,334
-184
543
$81.9K 0.01%
2,915
-408
544
$81.8K 0.01%
2,299
-147
545
$81K 0.01%
+300
546
$80.9K 0.01%
556
-37
547
$80.8K 0.01%
8,179
+2,082
548
$79.9K 0.01%
5,650
549
$79.7K 0.01%
6,600
550
$79.1K 0.01%
6,700
20 21
22
23 24