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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$59.2K 0.01%
597
727
$59.1K 0.01%
1,436
+327
728
$58.8K 0.01%
946
+123
729
$58.7K 0.01%
754
+266
730
$58.6K 0.01%
559
+75
731
$58.1K 0.01%
8,683
+709
732
$57.6K 0.01%
8,000
733
$57.6K 0.01%
1,055
+680
734
$57.6K 0.01%
777
-33
735
$57.3K 0.01%
993
+377
736
$57.2K 0.01%
788
737
$56.9K 0.01%
1,934
+1,207
738
$56.5K 0.01%
192
-6
739
$56.5K 0.01%
190
-132
740
$56.5K 0.01%
2,299
-45
741
$56.5K 0.01%
988
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742
$56.4K 0.01%
3,000
743
$56.3K 0.01%
1,245
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744
$56.2K 0.01%
1,634
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745
$56.1K 0.01%
672
+2
746
$55.7K 0.01%
738
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747
$55.5K 0.01%
5,205
748
$55.4K 0.01%
1,203
+91
749
$55.3K 0.01%
3,358
+2,397
750
$55.3K 0.01%
6,692
+75
28 29
30
31 32