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
576
$88.8K 0.01%
1,473
-138
577
$88.7K 0.01%
276
-13
578
$88.7K 0.01%
1,896
-33
579
$88.5K 0.01%
451
+41
580
$88.3K 0.01%
1,543
+428
581
$88.1K 0.01%
554
+37
582
$87.8K 0.01%
1,184
-153
583
$87.5K 0.01%
227
-16
584
$87.4K 0.01%
1,940
585
$87.3K 0.01%
2,523
-254
586
$87.3K 0.01%
7,815
-634
587
$87.1K 0.01%
978
+110
588
$86.9K 0.01%
799
+56
589
$86.7K 0.01%
3,671
-209
590
$86.1K 0.01%
159
+2
591
$86K 0.01%
805
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592
$85.6K 0.01%
493
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593
$85.5K 0.01%
1,574
-251
594
$85.2K 0.01%
800
595
$85.2K 0.01%
751
-5
596
$84.9K 0.01%
561
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597
$84.7K 0.01%
1,235
+95
598
$84.6K 0.01%
1,150
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599
$84.5K 0.01%
401
-25
600
$84.4K 0.01%
188
+5
22 23
24
25 26