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
526
$98K 0.01%
200
+58
527
$98K 0.01%
2,534
+1
528
$97.6K 0.01%
6,379
+1,054
529
$97.5K 0.01%
1,195
530
$97.2K 0.01%
1,043
+128
531
$96.7K 0.01%
+2,000
532
$96.5K 0.01%
760
+267
533
$95.5K 0.01%
2,650
+931
534
$95.3K 0.01%
1,213
535
$95.3K 0.01%
945
+181
536
$94.7K 0.01%
261
+20
537
$94.5K 0.01%
2,886
+130
538
$94.5K 0.01%
900
539
$93.9K 0.01%
1,243
+1
540
$93.4K 0.01%
4,290
541
$93.2K 0.01%
2,796
+9
542
$93.1K 0.01%
+2,270
543
$92.8K 0.01%
6,029
+99
544
$92.6K 0.01%
+1,126
545
$92.1K 0.01%
381
+132
546
$92K 0.01%
335
+31
547
$91.9K 0.01%
892
548
$91.8K 0.01%
3,374
+217
549
$91.8K 0.01%
663
-23
550
$91.7K 0.01%
3,907
+821
20 21
22
23 24