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
551
$74.7K 0.01%
5,930
552
$74.3K 0.01%
1,332
+173
553
$74.3K 0.01%
1,469
+15
554
$73.8K 0.01%
4,000
555
$73.1K 0.01%
3,511
+151
556
$73K 0.01%
2,225
+192
557
$72.8K 0.01%
3,157
+705
558
$72.5K 0.01%
396
+57
559
$72.4K 0.01%
4,000
560
$72.1K 0.01%
570
-26
561
$71.7K 0.01%
241
+37
562
$71.6K 0.01%
564
+17
563
$71.4K 0.01%
12,247
-231
564
$71.1K 0.01%
3,091
+316
565
$71K 0.01%
8,824
+294
566
$71K 0.01%
1,649
+2
567
$70.8K 0.01%
84
+35
568
$70.8K 0.01%
9,500
569
$70.6K 0.01%
1,143
+88
570
$70.6K 0.01%
647
+64
571
$70.5K 0.01%
2,209
+49
572
$70.4K 0.01%
3,750
573
$70.3K 0.01%
7,000
574
$70K 0.01%
513
-13
575
$70K 0.01%
2,722
-4,472
21 22
23
24 25