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
851
$44K ﹤0.01%
4,800
852
$43.8K ﹤0.01%
3,500
853
$43.8K ﹤0.01%
616
+141
854
$43.5K ﹤0.01%
538
+128
855
$43.2K ﹤0.01%
1,600
+60
856
$43.1K ﹤0.01%
2,254
-84
857
$43K ﹤0.01%
620
+106
858
$42.9K ﹤0.01%
1,776
+176
859
$42.9K ﹤0.01%
241
-23
860
$42.8K ﹤0.01%
901
+95
861
$42.7K ﹤0.01%
191
+48
862
$42.7K ﹤0.01%
212
-15
863
$42.6K ﹤0.01%
419
+38
864
$42.3K ﹤0.01%
437
-332
865
$42.2K ﹤0.01%
335
+37
866
$42.2K ﹤0.01%
289
+59
867
$42.1K ﹤0.01%
646
+186
868
$41.9K ﹤0.01%
260
+21
869
$41.9K ﹤0.01%
800
870
$41.9K ﹤0.01%
2,650
871
$41.8K ﹤0.01%
341
+138
872
$41.7K ﹤0.01%
242
-52
873
$41.7K ﹤0.01%
391
+53
874
$41.7K ﹤0.01%
769
+2
875
$41.5K ﹤0.01%
383
+162
33 34
35
36 37