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
776
$40K ﹤0.01%
586
+134
777
$39.8K ﹤0.01%
484
-243
778
$39.7K ﹤0.01%
6,783
+1,164
779
$39.6K ﹤0.01%
10,557
-3,509
780
$39.6K ﹤0.01%
1,433
+244
781
$39.5K ﹤0.01%
3,820
+668
782
$39.5K ﹤0.01%
340
-178
783
$39.5K ﹤0.01%
1,300
784
$39.2K ﹤0.01%
224
+34
785
$39.1K ﹤0.01%
4,007
+140
786
$38.9K ﹤0.01%
988
+382
787
$38.6K ﹤0.01%
2,289
+187
788
$38.6K ﹤0.01%
275
+49
789
$38.4K ﹤0.01%
702
-53
790
$38.3K ﹤0.01%
1,144
791
$38.2K ﹤0.01%
385
-332
792
$38.2K ﹤0.01%
5,422
793
$38.2K ﹤0.01%
2,051
794
$38K ﹤0.01%
2,000
795
$37.8K ﹤0.01%
217
-94
796
$37.8K ﹤0.01%
198
+7
797
$37.7K ﹤0.01%
2,140
+63
798
$37.6K ﹤0.01%
1,416
-7
799
$37.5K ﹤0.01%
440
-72
800
$37.3K ﹤0.01%
2,064
-532
30 31
32
33 34