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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$46.2K 0.01%
439
-25
727
$45.8K 0.01%
5,519
+146
728
$45.5K 0.01%
185
+6
729
$45.4K 0.01%
5,400
730
$45.4K 0.01%
857
-1,334
731
$45.2K 0.01%
492
+28
732
$45.2K 0.01%
3,263
+2,539
733
$44.7K 0.01%
2,891
-2,852
734
$44.7K 0.01%
5,440
735
$44.5K 0.01%
1,035
+122
736
$44.4K 0.01%
354
+1
737
$44.3K 0.01%
2,455
+1
738
$44.3K 0.01%
2,419
+255
739
$44K ﹤0.01%
401
+21
740
$43.5K ﹤0.01%
8,621
+1,400
741
$42.6K ﹤0.01%
1,200
+200
742
$42.5K ﹤0.01%
672
+397
743
$42.3K ﹤0.01%
123
+3
744
$42.2K ﹤0.01%
1,056
+23
745
$42.2K ﹤0.01%
3,883
-253
746
$42K ﹤0.01%
718
-32
747
$42K ﹤0.01%
426
+13
748
$41.9K ﹤0.01%
614
-499
749
$41.7K ﹤0.01%
163
+90
750
$41.6K ﹤0.01%
791
-9
28 29
30
31 32