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
551
$91.6K 0.01%
1,183
552
$91.5K 0.01%
383
+54
553
$91.4K 0.01%
2,611
-9
554
$91.4K 0.01%
498
+2
555
$90.6K 0.01%
5,650
556
$89.7K 0.01%
648
+84
557
$89.7K 0.01%
2,748
+385
558
$89.5K 0.01%
1,558
-400
559
$89.3K 0.01%
1,223
+69
560
$89K 0.01%
2,070
-20
561
$88.8K 0.01%
3,779
-1,375
562
$88.7K 0.01%
1,816
+1,815
563
$88.2K 0.01%
577
+377
564
$87.6K 0.01%
400
+17
565
$86.8K 0.01%
913
+286
566
$86.7K 0.01%
800
567
$86.6K 0.01%
723
+15
568
$86.2K 0.01%
756
569
$85K 0.01%
1,745
-829
570
$84.8K 0.01%
21,741
-1,528
571
$84.8K 0.01%
4,000
572
$84.7K 0.01%
618
+48
573
$84.4K 0.01%
601
+66
574
$84.4K 0.01%
252
+2
575
$84.3K 0.01%
14,637
+117
21 22
23
24 25