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
676
$52.4K 0.01%
779
+30
677
$52.3K 0.01%
1,305
-1,465
678
$52.2K 0.01%
2,073
-708
679
$51.9K 0.01%
400
-65
680
$51.8K 0.01%
158
+17
681
$51.7K 0.01%
653
-35
682
$51.6K 0.01%
2,450
-186
683
$51.5K 0.01%
1,295
-106
684
$51.2K 0.01%
523
+4
685
$51K 0.01%
635
-65
686
$51K 0.01%
886
+96
687
$50.9K 0.01%
322
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688
$50.8K 0.01%
+1,265
689
$50.7K 0.01%
740
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690
$50.7K 0.01%
1,389
691
$50.5K 0.01%
970
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$50.3K 0.01%
795
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693
$50.1K 0.01%
805
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$49.8K 0.01%
808
695
$49.7K 0.01%
4,510
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696
$49.5K 0.01%
4,500
697
$49.5K 0.01%
89
-25
698
$49.5K 0.01%
998
699
$49.5K 0.01%
865
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700
$49.3K 0.01%
2,301
+362
26 27
28
29 30