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
51
$3.42M 0.34%
13,746
+1,250
52
$3.39M 0.34%
12,398
+2,054
53
$3.39M 0.34%
13,014
+1,535
54
$3.32M 0.33%
6,958
+466
55
$3.32M 0.33%
12,725
+782
56
$3.24M 0.32%
9,361
+168
57
$2.68M 0.27%
35,743
+400
58
$2.51M 0.25%
23,067
-1,228
59
$2.5M 0.25%
17,092
+294
60
$2.3M 0.23%
47,974
-192
61
$2.22M 0.22%
27,400
-555
62
$2.14M 0.21%
14,549
+694
63
$2.14M 0.21%
14,635
-936
64
$2.09M 0.21%
3,495
+230
65
$2.06M 0.21%
4,832
+585
66
$2.03M 0.2%
3,077
+619
67
$2.01M 0.2%
14,725
-384
68
$1.97M 0.2%
3,443
-1,341
69
$1.94M 0.19%
18,375
+1,209
70
$1.93M 0.19%
12,932
-1
71
$1.88M 0.19%
8,467
-95
72
$1.87M 0.19%
70,843
-36
73
$1.77M 0.18%
20,328
+3,031
74
$1.76M 0.18%
61,238
-14,262
75
$1.75M 0.17%
51,900
-125,872
1 2
3
4 5