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
526
$79.6K 0.01%
892
527
$79.4K 0.01%
2,620
-65
528
$79.4K 0.01%
2,775
-2,563
529
$79.3K 0.01%
2,723
-94
530
$77.9K 0.01%
1,150
+70
531
$77.9K 0.01%
2,315
+83
532
$77.8K 0.01%
966
+111
533
$77.7K 0.01%
329
+60
534
$77.6K 0.01%
1,462
-99
535
$77.5K 0.01%
686
-17
536
$77.1K 0.01%
1,210
+6
537
$76.9K 0.01%
8,107
+6,297
538
$76.9K 0.01%
765
+8
539
$76.7K 0.01%
156
+12
540
$76.4K 0.01%
4,775
+12
541
$76.4K 0.01%
3,180
+58
542
$76.3K 0.01%
756
543
$76.2K 0.01%
1,031
+130
544
$76.1K 0.01%
5,545
545
$76K 0.01%
1,312
+215
546
$75.3K 0.01%
1,422
+25
547
$75.1K 0.01%
4,267
-395
548
$75K 0.01%
1,963
+98
549
$74.9K 0.01%
3,086
+259
550
$74.9K 0.01%
5,325
-587
20 21
22
23 24