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
551
$97.1K 0.01%
2,000
-701
552
$96.8K 0.01%
45,000
+15,000
553
$96.7K 0.01%
5,650
554
$96.6K 0.01%
655
-232
555
$96.3K 0.01%
15,703
+1,066
556
$96.1K 0.01%
639
+29
557
$95.5K 0.01%
162
+24
558
$95.2K 0.01%
22,607
-203
559
$95.1K 0.01%
34,821
+1,959
560
$95K 0.01%
4,000
561
$94.5K 0.01%
729
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562
$93.7K 0.01%
5,277
+4,761
563
$92.6K 0.01%
612
-3
564
$92.5K 0.01%
669
-21
565
$91.6K 0.01%
3,510
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566
$91.4K 0.01%
1,119
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567
$91.4K 0.01%
919
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568
$91.2K 0.01%
1,924
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569
$90.6K 0.01%
8,462
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570
$90.1K 0.01%
1,008
+397
571
$90K 0.01%
1,659
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572
$89.7K 0.01%
1,547
-234
573
$89.6K 0.01%
4,555
+315
574
$89.2K 0.01%
1,703
+161
575
$88.8K 0.01%
297
+80
21 22
23
24 25