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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$38.8K ﹤0.01%
448
-101
777
$38.8K ﹤0.01%
657
+9
778
$38.7K ﹤0.01%
959
-235
779
$38.6K ﹤0.01%
2,923
+47
780
$38.6K ﹤0.01%
227
+120
781
$38.5K ﹤0.01%
388
-102
782
$38.5K ﹤0.01%
3,933
-90
783
$38.5K ﹤0.01%
4,540
+541
784
$38.5K ﹤0.01%
239
785
$38.5K ﹤0.01%
936
-27
786
$38.4K ﹤0.01%
8,116
+2,533
787
$38.3K ﹤0.01%
2,600
-400
788
$38K ﹤0.01%
460
789
$38K ﹤0.01%
1,258
+717
790
$37.8K ﹤0.01%
816
+92
791
$37.6K ﹤0.01%
394
+21
792
$37.2K ﹤0.01%
207
793
$37.1K ﹤0.01%
353
+5
794
$37.1K ﹤0.01%
2,431
+49
795
$36.9K ﹤0.01%
3,736
796
$36.9K ﹤0.01%
581
+25
797
$36.9K ﹤0.01%
300
798
$36.8K ﹤0.01%
1,059
+25
799
$36.7K ﹤0.01%
658
-261
800
$36.4K ﹤0.01%
697
-171
30 31
32
33 34