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
626
$77.1K 0.01%
1,046
+39
627
$77.1K 0.01%
6,811
-32
628
$76.9K 0.01%
539
+82
629
$76.4K 0.01%
2,423
-473
630
$76.1K 0.01%
2,484
+120
631
$75.9K 0.01%
447
-62
632
$75.8K 0.01%
2,134
-16
633
$75.5K 0.01%
5,120
+447
634
$74.9K 0.01%
1,236
-318
635
$74.6K 0.01%
1,051
+107
636
$74.4K 0.01%
1,004
+18
637
$73.9K 0.01%
965
+158
638
$73.7K 0.01%
761
-29
639
$73.7K 0.01%
3,526
+133
640
$73.4K 0.01%
2,759
+253
641
$73.4K 0.01%
1,400
642
$73.3K 0.01%
2,537
+886
643
$73.2K 0.01%
2,806
-22
644
$72.9K 0.01%
145
+26
645
$72.8K 0.01%
322
+19
646
$72.5K 0.01%
1,233
-227
647
$72.4K 0.01%
424
648
$72.3K 0.01%
9,540
649
$72K 0.01%
3,829
-289
650
$72K 0.01%
721
24 25
26
27 28