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
601
$84.3K 0.01%
2,370
-1,336
602
$83.5K 0.01%
1,076
+147
603
$83.3K 0.01%
511
+27
604
$83.1K 0.01%
3,735
605
$82.7K 0.01%
7,243
+4,652
606
$82.6K 0.01%
4,162
+411
607
$81.8K 0.01%
224
+11
608
$81.7K 0.01%
190
-7
609
$81.5K 0.01%
489
+44
610
$81.5K 0.01%
3,006
+27
611
$81.5K 0.01%
479
-36
612
$81.3K 0.01%
851
-13
613
$81.3K 0.01%
907
+131
614
$80.8K 0.01%
4,000
615
$80.7K 0.01%
2,773
-33
616
$80.6K 0.01%
416
-1
617
$80.1K 0.01%
950
-10
618
$79.4K 0.01%
1,379
619
$78.5K 0.01%
427
-99
620
$78.4K 0.01%
398
+33
621
$78.3K 0.01%
608
+123
622
$77.9K 0.01%
659
+20
623
$77.8K 0.01%
1,167
+7
624
$77.2K 0.01%
2,896
+192
625
$77.2K 0.01%
974
+43
23 24
25
26 27