LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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 11.11%
3 Healthcare 9.24%
4 Industrials 3.52%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$60.1K 0.01%
2,098
-34
627
$60K 0.01%
570
-23
628
$59.9K 0.01%
13,003
+1,178
629
$59.8K 0.01%
7,534
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630
$59.7K 0.01%
1,312
-319
631
$59.6K 0.01%
721
-379
632
$59.5K 0.01%
855
+22
633
$58.9K 0.01%
1,389
+158
634
$58.8K 0.01%
800
635
$58.7K 0.01%
6,191
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636
$58.6K 0.01%
1,890
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637
$58.2K 0.01%
734
-16
638
$58.1K 0.01%
1,190
-101
639
$57.9K 0.01%
230
-5
640
$57.8K 0.01%
172
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$57.3K 0.01%
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$57.1K 0.01%
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$56.9K 0.01%
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-26
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$56.9K 0.01%
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-36
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$56.9K 0.01%
691
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649
$56.5K 0.01%
1,590
+581
650
$56.5K 0.01%
1,331
+12
24 25
26
27 28