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
576
$84.2K 0.01%
2,661
+436
577
$84.2K 0.01%
2,463
-261
578
$83.2K 0.01%
2,446
+237
579
$82.7K 0.01%
235
+74
580
$82.7K 0.01%
1,624
-180
581
$82.6K 0.01%
2,979
582
$82.4K 0.01%
3,348
+257
583
$82.3K 0.01%
2,223
+505
584
$81.5K 0.01%
298
+39
585
$81K 0.01%
639
+52
586
$80.8K 0.01%
931
+182
587
$80.8K 0.01%
2,796
+73
588
$80.3K 0.01%
4,299
+37
589
$80.2K 0.01%
2,244
+307
590
$79.9K 0.01%
936
-39
591
$79.8K 0.01%
177
+54
592
$79.7K 0.01%
5,884
+375
593
$79.1K 0.01%
219
+60
594
$79K 0.01%
7,000
595
$78.9K 0.01%
948
+314
596
$78.7K 0.01%
1,869
-293
597
$78.4K 0.01%
1,620
-29
598
$77.6K 0.01%
731
+311
599
$77.2K 0.01%
2,338
-26
600
$76.7K 0.01%
4,738
+2,471
22 23
24
25 26