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
$250M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Sells

1 +$980K
2 +$602K
3 +$589K
4
WFC icon
Wells Fargo
WFC
+$253K
5
MNST icon
Monster Beverage
MNST
+$245K

Sector Composition

1 Technology 8.08%
2 Financials 5.53%
3 Healthcare 4.99%
4 Consumer Discretionary 3.13%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$11K ﹤0.01%
+208
852
$11K ﹤0.01%
406
853
$11K ﹤0.01%
268
854
$11K ﹤0.01%
97
855
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715
-292
856
$11K ﹤0.01%
381
857
$11K ﹤0.01%
887
858
$11K ﹤0.01%
138
859
$11K ﹤0.01%
25
860
$11K ﹤0.01%
1,031
861
$11K ﹤0.01%
188
862
$11K ﹤0.01%
326
863
$11K ﹤0.01%
248
864
$11K ﹤0.01%
389
865
$11K ﹤0.01%
+501
866
$11K ﹤0.01%
324
+189
867
$11K ﹤0.01%
284
868
$11K ﹤0.01%
2,192
869
$11K ﹤0.01%
100
870
$11K ﹤0.01%
248
871
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60
+42
872
$11K ﹤0.01%
569
873
$11K ﹤0.01%
416
874
$11K ﹤0.01%
134
+24
875
$11K ﹤0.01%
553
+296