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
776
$46.5K ﹤0.01%
3,188
+39
777
$46.1K ﹤0.01%
304
+23
778
$46.1K ﹤0.01%
3,933
779
$46.1K ﹤0.01%
381
+307
780
$46.1K ﹤0.01%
1,034
-25
781
$46.1K ﹤0.01%
5,141
-2
782
$45.9K ﹤0.01%
421
+132
783
$45.8K ﹤0.01%
3,729
+34
784
$45.5K ﹤0.01%
940
-19
785
$45.4K ﹤0.01%
793
+10
786
$45.2K ﹤0.01%
7,423
-1,198
787
$45.1K ﹤0.01%
1,040
788
$45.1K ﹤0.01%
624
+346
789
$45.1K ﹤0.01%
1,531
+729
790
$45.1K ﹤0.01%
1,235
-465
791
$44.8K ﹤0.01%
208
+51
792
$44.7K ﹤0.01%
25,021
-1,054
793
$44.6K ﹤0.01%
755
+157
794
$44.5K ﹤0.01%
631
+182
795
$44.4K ﹤0.01%
172
+52
796
$44.4K ﹤0.01%
2,419
797
$44.4K ﹤0.01%
725
+144
798
$44.4K ﹤0.01%
206
+46
799
$44.3K ﹤0.01%
12,881
+2,308
800
$44.2K ﹤0.01%
2,969
+655
30 31
32
33 34