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
51
$3.24M 0.4%
+14,806
52
$3.23M 0.4%
68,588
+68,525
53
$2.73M 0.34%
187,020
+74,920
54
$2.69M 0.33%
+21,863
55
$2.69M 0.33%
8,509
+1,038
56
$2.65M 0.33%
18,875
-2,537
57
$2.6M 0.32%
20,885
+17,405
58
$2.54M 0.31%
22,853
+2,163
59
$2.53M 0.31%
14,072
+985
60
$2.48M 0.31%
21,222
+17,034
61
$2.44M 0.3%
20,012
+4
62
$2.42M 0.3%
12,697
+59
63
$2.29M 0.28%
12,502
+6,295
64
$2.29M 0.28%
64,800
+62,598
65
$2.16M 0.27%
+9,783
66
$2.06M 0.25%
35,268
+42
67
$2.01M 0.25%
5,660
+45
68
$2.01M 0.25%
131,794
+131,748
69
$2.01M 0.25%
47,843
-437
70
$1.97M 0.24%
81,673
+2,243
71
$1.94M 0.24%
14,272
+13,696
72
$1.89M 0.23%
5,180
+85
73
$1.88M 0.23%
12,380
+1,472
74
$1.76M 0.22%
17,752
+843
75
$1.75M 0.22%
6,649
+248
1 2
3
4 5