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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$30.3K ﹤0.01%
304
+12
877
$30.3K ﹤0.01%
156
+19
878
$30.2K ﹤0.01%
48
-37
879
$30.2K ﹤0.01%
482
+12
880
$30.1K ﹤0.01%
2,104
+1,635
881
$30.1K ﹤0.01%
1,140
-2
882
$30K ﹤0.01%
465
-6
883
$29.9K ﹤0.01%
375
-3
884
$29.9K ﹤0.01%
163
+41
885
$29.7K ﹤0.01%
7,343
-84
886
$29.7K ﹤0.01%
714
+148
887
$29.7K ﹤0.01%
969
+523
888
$29.6K ﹤0.01%
321
+61
889
$29.5K ﹤0.01%
1,257
+95
890
$29.5K ﹤0.01%
280
-17
891
$29.4K ﹤0.01%
208
892
$29.2K ﹤0.01%
1,064
+74
893
$29.1K ﹤0.01%
597
+394
894
$28.9K ﹤0.01%
2,800
895
$28.8K ﹤0.01%
206
+63
896
$28.8K ﹤0.01%
996
-40
897
$28.7K ﹤0.01%
925
898
$28.7K ﹤0.01%
407
+370
899
$28.6K ﹤0.01%
99
+71
900
$28.6K ﹤0.01%
1,497
+677
34 35
36
37 38