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
601
$63.7K 0.01%
445
-40
602
$63.2K 0.01%
1,071
-157
603
$63.1K 0.01%
1,555
604
$62.7K 0.01%
383
+5
605
$62.6K 0.01%
249
+32
606
$62K 0.01%
5,829
607
$61.7K 0.01%
1,453
-116
608
$61.6K 0.01%
89
+2
609
$61.4K 0.01%
1,700
+100
610
$61.3K 0.01%
7,358
+41
611
$61.3K 0.01%
259
-12
612
$61.2K 0.01%
587
+13
613
$60.7K 0.01%
1,067
+305
614
$60.7K 0.01%
708
615
$60.6K 0.01%
615
+27
616
$60.5K 0.01%
5,509
-325
617
$60.4K 0.01%
161
+2
618
$60.4K 0.01%
1,355
+7
619
$60.2K 0.01%
2,553
+480
620
$60K 0.01%
1,613
+13
621
$59.5K 0.01%
1,724
-5
622
$59.4K 0.01%
627
+259
623
$59.4K 0.01%
2,627
+734
624
$59.2K 0.01%
768
+84
625
$59K 0.01%
328
+2
23 24
25
26 27