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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$51.6K 0.01%
288
+16
677
$51.5K 0.01%
35
678
$51.5K 0.01%
400
+106
679
$51.4K 0.01%
2,053
+71
680
$51.2K 0.01%
655
+8
681
$51.2K 0.01%
7,871
+86
682
$51.1K 0.01%
741
-29
683
$50.8K 0.01%
2,655
+147
684
$50.7K 0.01%
788
-413
685
$50.6K 0.01%
744
-109
686
$50.6K 0.01%
6,490
+962
687
$50.3K 0.01%
659
+3
688
$50.1K 0.01%
236
+40
689
$50K 0.01%
547
690
$49.9K 0.01%
1,414
-23
691
$49.9K 0.01%
933
+14
692
$49.7K 0.01%
1,203
+25
693
$49.4K 0.01%
5,422
694
$49.4K 0.01%
406
+249
695
$49.3K 0.01%
5,128
+50
696
$49.3K 0.01%
829
+141
697
$48.9K 0.01%
794
+3
698
$48.9K 0.01%
776
-7
699
$48.8K 0.01%
1,133
-19
700
$48.7K 0.01%
1,019
+996
26 27
28
29 30