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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$106K 0.01%
71
+6
527
$105K 0.01%
+2,019
528
$105K 0.01%
2,190
-581
529
$105K 0.01%
7,479
+46
530
$104K 0.01%
1,885
+435
531
$104K 0.01%
766
-26
532
$103K 0.01%
3,098
+1,277
533
$103K 0.01%
1,957
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534
$103K 0.01%
1,213
535
$103K 0.01%
13,500
536
$102K 0.01%
2,609
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537
$102K 0.01%
325
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538
$102K 0.01%
975
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539
$102K 0.01%
643
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540
$101K 0.01%
797
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541
$101K 0.01%
1,816
542
$101K 0.01%
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$100K 0.01%
324
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544
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545
$99.3K 0.01%
1,181
-1,379
546
$98.8K 0.01%
900
547
$98.4K 0.01%
436
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548
$97.3K 0.01%
682
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549
$97.1K 0.01%
6,094
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550
$97.1K 0.01%
830
+26
20 21
22
23 24