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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$37.1K ﹤0.01%
105
+41
877
$37.1K ﹤0.01%
385
+278
878
$37.1K ﹤0.01%
508
+57
879
$37K ﹤0.01%
287
+7
880
$36.9K ﹤0.01%
592
+9
881
$36.7K ﹤0.01%
478
+74
882
$36.7K ﹤0.01%
1,694
+198
883
$36.6K ﹤0.01%
849
+128
884
$36.5K ﹤0.01%
1,540
+1,027
885
$36.4K ﹤0.01%
2,500
886
$36.3K ﹤0.01%
288
+5
887
$36K ﹤0.01%
+2,000
888
$36K ﹤0.01%
7,475
-641
889
$35.9K ﹤0.01%
149
+9
890
$35.8K ﹤0.01%
318
+56
891
$35.7K ﹤0.01%
410
+196
892
$35.6K ﹤0.01%
233
-32
893
$35.5K ﹤0.01%
1,520
+51
894
$35.4K ﹤0.01%
265
+36
895
$35.3K ﹤0.01%
644
+122
896
$35.3K ﹤0.01%
2,514
+961
897
$35.3K ﹤0.01%
1,413
898
$35.1K ﹤0.01%
234
-31
899
$35K ﹤0.01%
1,299
900
$35K ﹤0.01%
+800
34 35
36
37 38