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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$63.4K 0.01%
515
+23
677
$63.3K 0.01%
1,516
+63
678
$62.8K 0.01%
392
-14
679
$62.5K 0.01%
525
-244
680
$62.5K 0.01%
777
+122
681
$62.4K 0.01%
932
+103
682
$62.4K 0.01%
424
683
$62.4K 0.01%
3,374
684
$62.3K 0.01%
1,072
-390
685
$62.1K 0.01%
1,500
686
$61.8K 0.01%
1,869
+140
687
$61.5K 0.01%
4,106
-486
688
$61.4K 0.01%
1,589
+34
689
$61.1K 0.01%
1,520
690
$60.9K 0.01%
160
+4
691
$60.7K 0.01%
7,380
+22
692
$60.6K 0.01%
935
+78
693
$60K 0.01%
3,604
+93
694
$59.9K 0.01%
466
+113
695
$59.7K 0.01%
1,170
-33
696
$59.5K 0.01%
2,468
+63
697
$59.3K 0.01%
2,593
+162
698
$59.1K 0.01%
2,083
+30
699
$59.1K 0.01%
1,700
+3
700
$59.1K 0.01%
2,315
+229
26 27
28
29 30