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
$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 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$56.4K 0.01%
1,694
+137
652
$56.2K 0.01%
336
-289
653
$56.2K 0.01%
841
-16
654
$56.1K 0.01%
726
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655
$56.1K 0.01%
3,080
+200
656
$55.7K 0.01%
147
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657
$55.5K 0.01%
694
-33
658
$55.5K 0.01%
6,881
-203
659
$55.3K 0.01%
762
-144
660
$55.3K 0.01%
2,700
661
$55.3K 0.01%
6,402
+1,184
662
$55.1K 0.01%
135
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663
$54.6K 0.01%
6,728
+288
664
$54.3K 0.01%
3,374
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665
$54.3K 0.01%
600
666
$53.8K 0.01%
9,356
+1,086
667
$53.4K 0.01%
6,671
+2,882
668
$53.3K 0.01%
5,930
669
$53.2K 0.01%
1,169
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670
$53.2K 0.01%
2,941
+1,489
671
$53.1K 0.01%
2,027
-104
672
$52.7K 0.01%
2,954
-79
673
$52.5K 0.01%
1,473
-42
674
$52.5K 0.01%
920
+880
675
$52.4K 0.01%
5,029
25 26
27
28 29