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
776
$52.4K ﹤0.01%
1,137
+618
777
$52.2K ﹤0.01%
432
+3
778
$52.1K ﹤0.01%
687
+7
779
$52.1K ﹤0.01%
1,442
-256
780
$52.1K ﹤0.01%
620
-268
781
$52K ﹤0.01%
211
+3
782
$51.9K ﹤0.01%
126
+21
783
$51.8K ﹤0.01%
520
+93
784
$51.8K ﹤0.01%
2,258
+43
785
$51.7K ﹤0.01%
1,434
+506
786
$51.5K ﹤0.01%
300
787
$51.2K ﹤0.01%
2,971
+244
788
$51K ﹤0.01%
1,672
+29
789
$51K ﹤0.01%
1,206
-47
790
$50.8K ﹤0.01%
2,239
+633
791
$50.8K ﹤0.01%
1,406
+91
792
$50.6K ﹤0.01%
1,835
+62
793
$50.4K ﹤0.01%
952
+128
794
$50.3K ﹤0.01%
28,590
+3,282
795
$50.3K ﹤0.01%
443
+393
796
$50.2K ﹤0.01%
463
-1,126
797
$50K ﹤0.01%
3,853
+959
798
$50K ﹤0.01%
696
+71
799
$49.9K ﹤0.01%
1,755
+188
800
$49.8K ﹤0.01%
470
+8
30 31
32
33 34