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
801
$44.2K ﹤0.01%
1,716
-5,904
802
$44.2K ﹤0.01%
6,747
+1,564
803
$43.8K ﹤0.01%
716
+423
804
$43.8K ﹤0.01%
4,016
-524
805
$43.7K ﹤0.01%
1,011
+449
806
$43.7K ﹤0.01%
80
+21
807
$43.6K ﹤0.01%
1,859
+691
808
$43.3K ﹤0.01%
213
+17
809
$43.1K ﹤0.01%
300
810
$43K ﹤0.01%
330
+14
811
$42.9K ﹤0.01%
916
+100
812
$42.8K ﹤0.01%
+3,500
813
$42.8K ﹤0.01%
452
+292
814
$42.7K ﹤0.01%
239
815
$42.7K ﹤0.01%
2,533
+175
816
$42.7K ﹤0.01%
912
+499
817
$42.6K ﹤0.01%
6,743
+1,097
818
$42.6K ﹤0.01%
1,144
819
$42.5K ﹤0.01%
611
+179
820
$41.7K ﹤0.01%
1,311
-103
821
$41.7K ﹤0.01%
450
-15
822
$41.7K ﹤0.01%
5,296
-1,194
823
$41.7K ﹤0.01%
389
-37
824
$41.7K ﹤0.01%
192
+75
825
$41.6K ﹤0.01%
144
+32
31 32
33
34 35