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
801
$49.4K ﹤0.01%
+7,000
802
$49.2K ﹤0.01%
270
-29
803
$49K ﹤0.01%
379
-19
804
$48.8K ﹤0.01%
932
+21
805
$48.8K ﹤0.01%
1,464
-2
806
$48.7K ﹤0.01%
990
-80
807
$48.5K ﹤0.01%
1,028
808
$48.2K ﹤0.01%
768
-115
809
$48.2K ﹤0.01%
1,828
-572
810
$48.2K ﹤0.01%
11,183
+3,958
811
$48K ﹤0.01%
2,822
-64
812
$47.9K ﹤0.01%
1,000
813
$47.5K ﹤0.01%
2,499
+1,261
814
$47.5K ﹤0.01%
934
+318
815
$47.3K ﹤0.01%
246
-3
816
$47.3K ﹤0.01%
3,745
+1,034
817
$47.2K ﹤0.01%
1,125
+185
818
$47.1K ﹤0.01%
495
-17
819
$47K ﹤0.01%
1,169
+368
820
$47K ﹤0.01%
2,295
-173
821
$46.9K ﹤0.01%
782
+76
822
$46.8K ﹤0.01%
3,753
+24
823
$46.8K ﹤0.01%
321
+30
824
$46.7K ﹤0.01%
5,262
+1,680
825
$46.4K ﹤0.01%
496
-256
31 32
33
34 35