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
701
$63.9K 0.01%
1,333
+104
702
$63.7K 0.01%
423
+31
703
$63.6K 0.01%
3,310
704
$63.5K 0.01%
2,203
+281
705
$63.4K 0.01%
408
+16
706
$63.3K 0.01%
598
+63
707
$63K 0.01%
1,624
708
$62.9K 0.01%
749
709
$62.4K 0.01%
5,903
+74
710
$61.9K 0.01%
11,652
+4,828
711
$61.8K 0.01%
1,500
712
$61.5K 0.01%
1,200
-202
713
$61.3K 0.01%
820
714
$61.1K 0.01%
1,641
-569
715
$60.8K 0.01%
1,666
+85
716
$60.7K 0.01%
439
717
$60.6K 0.01%
449
+3
718
$60.3K 0.01%
884
+8
719
$60.2K 0.01%
354
-26
720
$60.1K 0.01%
628
-56
721
$59.6K 0.01%
781
-183
722
$59.5K 0.01%
238
-17
723
$59.5K 0.01%
1,168
-11
724
$59.3K 0.01%
1,078
+254
725
$59.3K 0.01%
437
+4
27 28
29
30 31