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
$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
676
$67.6K 0.01%
1,323
-56
677
$67.6K 0.01%
2,367
+31
678
$67.1K 0.01%
617
+18
679
$67.1K 0.01%
4,501
680
$67K 0.01%
7,000
681
$66.6K 0.01%
472
682
$66.5K 0.01%
2,053
+1,752
683
$66.4K 0.01%
3,206
+1,106
684
$66.3K 0.01%
1,967
-112
685
$66.3K 0.01%
896
-534
686
$66K 0.01%
171
-31
687
$66K 0.01%
1,108
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688
$65.9K 0.01%
765
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689
$65.5K 0.01%
5,489
-74
690
$65.4K 0.01%
2,531
+444
691
$65.2K 0.01%
508
692
$65K 0.01%
224
-2
693
$64.7K 0.01%
470
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694
$64.6K 0.01%
823
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695
$64.3K 0.01%
4,878
+163
696
$64K 0.01%
462
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697
$63.9K 0.01%
240
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698
$63.9K 0.01%
467
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699
$63.9K 0.01%
2,856
-27
700
$63.9K 0.01%
473
-201
26 27
28
29 30