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
601
$64.8K 0.01%
1,580
+158
602
$64.8K 0.01%
4,000
603
$64.7K 0.01%
1,866
-384
604
$64.4K 0.01%
563
-52
605
$63.6K 0.01%
28,929
-1,643
606
$63.4K 0.01%
192
607
$63.1K 0.01%
1,900
-500
608
$63K 0.01%
21,360
-5,932
609
$62.9K 0.01%
1,088
-393
610
$62.5K 0.01%
3,221
+152
611
$62.4K 0.01%
4,345
-976
612
$62K 0.01%
1,075
-496
613
$61.9K 0.01%
3,056
+256
614
$61.9K 0.01%
292
-17
615
$61.8K 0.01%
771
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616
$61.8K 0.01%
2,038
617
$61.5K 0.01%
424
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618
$61.1K 0.01%
1,170
-194
619
$61.1K 0.01%
1,501
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620
$60.8K 0.01%
256
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621
$60.7K 0.01%
439
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622
$60.6K 0.01%
5,545
-381
623
$60.6K 0.01%
1,266
624
$60.6K 0.01%
842
-46
625
$60.6K 0.01%
1,843
+218
23 24
25
26 27