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
751
$43K 0.01%
3,736
-269
752
$43K 0.01%
221
+4
753
$42.6K 0.01%
3,784
-189
754
$42.6K 0.01%
650
+6
755
$42.4K 0.01%
522
+5
756
$42.3K 0.01%
3,990
-219
757
$42.2K 0.01%
2,355
-69
758
$42.2K 0.01%
+32
759
$42.1K 0.01%
670
+565
760
$41.8K 0.01%
1,752
+313
761
$41.7K 0.01%
547
-1
762
$41.7K 0.01%
179
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763
$41.7K 0.01%
853
+179
764
$41.6K 0.01%
652
+346
765
$41.5K 0.01%
1,159
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766
$41.3K 0.01%
169
767
$40.7K 0.01%
389
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768
$40.6K 0.01%
4,905
-2,235
769
$40.6K 0.01%
2,000
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770
$40.4K 0.01%
144
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771
$40.4K 0.01%
525
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772
$40.3K 0.01%
727
+378
773
$40.3K 0.01%
1,136
+595
774
$40K ﹤0.01%
12,502
775
$40K ﹤0.01%
4,258
29 30
31
32 33