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
$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
651
$71.9K 0.01%
868
+75
652
$71.8K 0.01%
218
-19
653
$71.7K 0.01%
1,567
-91
654
$71.5K 0.01%
1,336
-28
655
$71.3K 0.01%
668
-103
656
$71.2K 0.01%
16,836
+1,499
657
$70.7K 0.01%
3,088
-431
658
$70.6K 0.01%
656
+23
659
$70.5K 0.01%
814
+264
660
$70.5K 0.01%
511
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661
$70.2K 0.01%
2,150
+152
662
$70.1K 0.01%
1,849
-27
663
$70.1K 0.01%
3,577
+652
664
$69.6K 0.01%
811
+34
665
$69.3K 0.01%
1,900
+283
666
$68.9K 0.01%
+2,263
667
$68.9K 0.01%
2,237
-50
668
$68.4K 0.01%
955
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669
$68.3K 0.01%
2,000
670
$68.3K 0.01%
+7,060
671
$68.2K 0.01%
4,014
-9
672
$68.1K 0.01%
1,790
+23
673
$68K 0.01%
8,637
+83
674
$67.8K 0.01%
43
+3
675
$67.7K 0.01%
226
+5
25 26
27
28 29