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
701
$49.3K 0.01%
1,306
+44
702
$49.1K 0.01%
34
+5
703
$49.1K 0.01%
212
-607
704
$49K 0.01%
820
705
$48.8K 0.01%
202
+138
706
$48.5K 0.01%
386
-1
707
$48.4K 0.01%
584
+80
708
$48.3K 0.01%
424
709
$48.3K 0.01%
8,036
+2,799
710
$48.1K 0.01%
194
711
$48K 0.01%
2,000
712
$47.8K 0.01%
256
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713
$47.7K 0.01%
1,411
-145
714
$47.4K 0.01%
429
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715
$47.4K 0.01%
950
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716
$47.4K 0.01%
1,729
717
$47.3K 0.01%
1,222
-18
718
$47.2K 0.01%
2,330
+10
719
$47.2K 0.01%
1,700
-1,400
720
$47.1K 0.01%
708
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721
$47K 0.01%
1,936
-381
722
$46.7K 0.01%
4,141
-219
723
$46.6K 0.01%
+4,200
724
$46.5K 0.01%
916
+418
725
$46.4K 0.01%
656
-100
27 28
29
30 31