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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$29.8K ﹤0.01%
1,606
-105
877
$29.7K ﹤0.01%
77
+1
878
$29.7K ﹤0.01%
1,970
879
$29.7K ﹤0.01%
615
+5
880
$29.5K ﹤0.01%
182
881
$29.5K ﹤0.01%
208
882
$29.4K ﹤0.01%
925
883
$29.3K ﹤0.01%
140
-21
884
$29.2K ﹤0.01%
859
+21
885
$29.2K ﹤0.01%
443
+28
886
$29.1K ﹤0.01%
1,036
+34
887
$29K ﹤0.01%
477
+55
888
$29K ﹤0.01%
281
+13
889
$28.9K ﹤0.01%
2,358
+40
890
$28.8K ﹤0.01%
1,156
+113
891
$28.7K ﹤0.01%
70
+5
892
$28.6K ﹤0.01%
449
+23
893
$28.6K ﹤0.01%
721
+20
894
$28.6K ﹤0.01%
112
-2
895
$28.5K ﹤0.01%
1,697
-8,251
896
$28.4K ﹤0.01%
231
-402
897
$28.3K ﹤0.01%
1,203
+187
898
$28.2K ﹤0.01%
175
+2
899
$28.2K ﹤0.01%
710
+310
900
$28.1K ﹤0.01%
1,245
+9
34 35
36
37 38