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
726
$54.2K 0.01%
1,098
+79
727
$53.9K 0.01%
3,000
+1,000
728
$53.6K 0.01%
1,090
729
$53.3K 0.01%
1,337
+281
730
$53K 0.01%
7,500
-2,000
731
$52.9K 0.01%
969
+31
732
$52.9K 0.01%
303
+26
733
$52.6K 0.01%
294
+119
734
$52.6K 0.01%
2,073
-480
735
$52.6K 0.01%
751
+144
736
$52.5K 0.01%
37
+2
737
$52.5K 0.01%
237
+69
738
$52.4K 0.01%
902
+553
739
$52.3K 0.01%
1,190
+157
740
$52.3K 0.01%
652
+51
741
$52.3K 0.01%
893
-625
742
$52K 0.01%
911
+603
743
$51.7K 0.01%
5,948
-2,159
744
$51.7K 0.01%
409
+178
745
$51.7K 0.01%
439
746
$51K 0.01%
235
+46
747
$51K 0.01%
597
-62
748
$50.9K 0.01%
1,995
749
$50.9K 0.01%
1,522
+199
750
$50.8K 0.01%
1,568
+310
28 29
30
31 32