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
751
$55.2K 0.01%
784
-28
752
$55.1K 0.01%
8,623
-646
753
$55K 0.01%
413
+76
754
$55K 0.01%
1,486
+169
755
$54.4K 0.01%
847
+214
756
$54.1K 0.01%
987
+266
757
$54.1K 0.01%
1,112
+225
758
$53.9K 0.01%
267
+102
759
$53.9K 0.01%
2,270
760
$53.8K 0.01%
2,593
+123
761
$53.8K 0.01%
260
-50
762
$53.8K 0.01%
224
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763
$53.7K 0.01%
2,073
764
$53.7K 0.01%
463
+135
765
$53.7K 0.01%
1,090
766
$53.5K 0.01%
1,255
767
$53.4K 0.01%
427
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768
$53.4K 0.01%
485
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769
$53.3K 0.01%
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$53.2K 0.01%
4,000
771
$53.2K 0.01%
2,564
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$53.1K 0.01%
683
773
$53.1K 0.01%
3,763
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774
$52.6K ﹤0.01%
482
+207
775
$52.4K ﹤0.01%
597
+117
29 30
31
32 33