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
751
$50.8K 0.01%
1,600
-13
752
$50.7K 0.01%
305
+123
753
$50.1K 0.01%
5,524
-252
754
$50K 0.01%
683
755
$49.7K 0.01%
1,328
+191
756
$49.1K ﹤0.01%
768
-8
757
$49K ﹤0.01%
1,160
+27
758
$48.9K ﹤0.01%
400
+18
759
$48.6K ﹤0.01%
1,343
760
$48.6K ﹤0.01%
411
+125
761
$48.5K ﹤0.01%
868
-2
762
$48.5K ﹤0.01%
116
+39
763
$48.5K ﹤0.01%
2,340
+188
764
$48.4K ﹤0.01%
894
+229
765
$48.2K ﹤0.01%
628
+155
766
$48.2K ﹤0.01%
2,633
+202
767
$47.7K ﹤0.01%
754
+187
768
$47.5K ﹤0.01%
415
+20
769
$47.4K ﹤0.01%
4,780
+1,543
770
$47.4K ﹤0.01%
5,400
771
$47.3K ﹤0.01%
13,510
+7,382
772
$47.1K ﹤0.01%
431
+202
773
$46.9K ﹤0.01%
272
+59
774
$46.8K ﹤0.01%
2,529
+138
775
$46.6K ﹤0.01%
462
+108
29 30
31
32 33