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
826
$46.4K ﹤0.01%
632
-3
827
$46.3K ﹤0.01%
6,883
+1,033
828
$46.3K ﹤0.01%
600
-583
829
$46.3K ﹤0.01%
553
+42
830
$46.2K ﹤0.01%
1,825
+178
831
$45.9K ﹤0.01%
2,988
+88
832
$45.9K ﹤0.01%
99
+17
833
$45.8K ﹤0.01%
520
+223
834
$45.7K ﹤0.01%
699
+29
835
$45.6K ﹤0.01%
2,039
+919
836
$45.5K ﹤0.01%
3,156
+134
837
$45.5K ﹤0.01%
1,100
838
$45.4K ﹤0.01%
4,481
839
$45.3K ﹤0.01%
119
+48
840
$45.3K ﹤0.01%
1,630
+362
841
$45.2K ﹤0.01%
810
+29
842
$45K ﹤0.01%
+2,000
843
$44.9K ﹤0.01%
1,144
844
$44.9K ﹤0.01%
2,258
+1,042
845
$44.8K ﹤0.01%
455
846
$44.8K ﹤0.01%
751
+154
847
$44.4K ﹤0.01%
1,499
+294
848
$44.3K ﹤0.01%
1,026
+292
849
$44.1K ﹤0.01%
+834
850
$44.1K ﹤0.01%
605
+37
32 33
34
35 36