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
551
$79K 0.01%
916
+675
552
$78.5K 0.01%
4,854
-705
553
$78.4K 0.01%
2,062
-262
554
$78.3K 0.01%
2,067
-5,417
555
$78.3K 0.01%
3,423
-415
556
$78K 0.01%
492
+216
557
$77.7K 0.01%
2,399
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558
$77.7K 0.01%
573
+21
559
$77.3K 0.01%
900
560
$76.6K 0.01%
4,771
+245
561
$76.6K 0.01%
4,755
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562
$76.5K 0.01%
682
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563
$76.2K 0.01%
6,800
564
$76.2K 0.01%
756
565
$75.5K 0.01%
21,135
-8,075
566
$75.3K 0.01%
1,000
-141
567
$74.9K 0.01%
1,610
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568
$74.7K 0.01%
359
-23
569
$73.8K 0.01%
3,013
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570
$73.1K 0.01%
2,258
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571
$72.5K 0.01%
6,477
+1,156
572
$71.5K 0.01%
279
+29
573
$71.2K 0.01%
4,150
574
$71K 0.01%
2,019
-113
575
$70.9K 0.01%
4,545
-2,107
21 22
23
24 25