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
701
$58.7K 0.01%
878
+6
702
$58.4K 0.01%
3,816
+53
703
$58.1K 0.01%
1,850
+1,450
704
$58K 0.01%
4,065
+1,174
705
$58K 0.01%
1,259
+224
706
$57.8K 0.01%
862
-209
707
$57.8K 0.01%
762
+44
708
$57.6K 0.01%
4,530
+1,371
709
$57.5K 0.01%
1,705
-1,646
710
$57.2K 0.01%
638
+23
711
$57.2K 0.01%
415
+227
712
$56.6K 0.01%
820
713
$56.5K 0.01%
2,470
+15
714
$56.4K 0.01%
8,531
715
$55.4K 0.01%
788
716
$55.4K 0.01%
810
+105
717
$55.2K 0.01%
295
-17
718
$55K 0.01%
2,330
719
$54.8K 0.01%
3,101
-79
720
$54.7K 0.01%
971
-172
721
$54.5K 0.01%
2,464
-680
722
$54.4K 0.01%
902
+398
723
$54.4K 0.01%
663
+7
724
$54.3K 0.01%
376
-25
725
$54.2K 0.01%
1,369
-355
27 28
29
30 31