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
601
$76.1K 0.01%
31,830
+1,154
602
$76.1K 0.01%
408
-1,460
603
$76K 0.01%
835
+525
604
$75.9K 0.01%
13,478
+1,231
605
$75.9K 0.01%
4,000
606
$75.8K 0.01%
2,228
+335
607
$75.4K 0.01%
6,188
+1,334
608
$75.3K 0.01%
238
+122
609
$75K 0.01%
789
+48
610
$74.8K 0.01%
1,637
+700
611
$74.7K 0.01%
1,115
+182
612
$74.5K 0.01%
362
+74
613
$74.3K 0.01%
149
+79
614
$74.2K 0.01%
1,379
615
$74.1K 0.01%
+3,400
616
$74K 0.01%
945
+124
617
$73.6K 0.01%
2,134
+8
618
$73.5K 0.01%
4,793
-246
619
$73.5K 0.01%
3,486
-726
620
$73.3K 0.01%
1,540
+185
621
$73K 0.01%
573
+9
622
$72.8K 0.01%
221
+123
623
$72.6K 0.01%
863
-103
624
$72.6K 0.01%
860
+355
625
$72.4K 0.01%
6,419
+590
23 24
25
26 27