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
726
$46.3K 0.01%
740
-138
727
$46.2K 0.01%
5,400
728
$45.9K 0.01%
1,220
-218
729
$45.9K 0.01%
937
+544
730
$45.9K 0.01%
2,500
731
$45.9K 0.01%
800
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732
$45.5K 0.01%
207
733
$45.3K 0.01%
2,590
-377
734
$45.1K 0.01%
7,030
-810
735
$45K 0.01%
508
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736
$44.7K 0.01%
845
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737
$44.5K 0.01%
1,040
738
$44.5K 0.01%
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-345
739
$44.1K 0.01%
3,743
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740
$43.8K 0.01%
192
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741
$43.8K 0.01%
538
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742
$43.8K 0.01%
280
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743
$43.7K 0.01%
365
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744
$43.6K 0.01%
278
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745
$43.6K 0.01%
800
746
$43.5K 0.01%
419
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747
$43.4K 0.01%
572
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748
$43.1K 0.01%
5,523
+285
749
$43K 0.01%
1,138
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750
$43K 0.01%
3,027
+80
28 29
30
31 32