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
576
$69.8K 0.01%
9,948
577
$69.7K 0.01%
14,520
+49
578
$69.5K 0.01%
201
+2
579
$69.2K 0.01%
346
+34
580
$69K 0.01%
1,937
-39
581
$68.8K 0.01%
760
-16
582
$68.7K 0.01%
927
+300
583
$68.3K 0.01%
1,379
584
$67.7K 0.01%
2,363
-200
585
$67.4K 0.01%
751
+60
586
$67.3K 0.01%
4,262
-528
587
$67.3K 0.01%
2,979
588
$67.2K 0.01%
1,519
-2,154
589
$67.2K 0.01%
1,777
-112
590
$67.1K 0.01%
4,895
+2,395
591
$66.5K 0.01%
708
+73
592
$66.5K 0.01%
2,533
-10
593
$66.3K 0.01%
764
+229
594
$66.1K 0.01%
535
+15
595
$66K 0.01%
446
+28
596
$65.3K 0.01%
30,676
+2,203
597
$64.9K 0.01%
6,800
598
$64.4K 0.01%
2,364
-165
599
$64.3K 0.01%
975
+45
600
$64.3K 0.01%
435
+199
22 23
24
25 26