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
576
$70.9K 0.01%
30,414
-310
577
$70.5K 0.01%
35
578
$70.1K 0.01%
1,599
-948
579
$69.7K 0.01%
1,422
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580
$69.6K 0.01%
3,210
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581
$69.1K 0.01%
5,829
582
$69.1K 0.01%
1,218
+383
583
$69.1K 0.01%
588
-18
584
$69K 0.01%
2,103
+1,037
585
$69K 0.01%
1,379
586
$68.1K 0.01%
4,077
-268
587
$68K 0.01%
2,233
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588
$67.7K 0.01%
13,437
-183
589
$67.6K 0.01%
1,687
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590
$67.5K 0.01%
2,251
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591
$66.9K 0.01%
2,454
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$66.9K 0.01%
4,000
593
$66.6K 0.01%
142
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$66.3K 0.01%
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$66.2K 0.01%
758
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$66.2K 0.01%
3,718
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597
$65.4K 0.01%
2,662
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598
$65.4K 0.01%
284
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599
$65.4K 0.01%
5,673
-111
600
$65.2K 0.01%
534
+43
22 23
24
25 26