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
876
$41.5K ﹤0.01%
1,500
+61
877
$41.5K ﹤0.01%
193
+93
878
$41.4K ﹤0.01%
1,431
+532
879
$41.1K ﹤0.01%
919
+310
880
$41K ﹤0.01%
2,600
881
$41K ﹤0.01%
1,004
882
$41K ﹤0.01%
846
+156
883
$41K ﹤0.01%
666
+210
884
$40.9K ﹤0.01%
468
-8
885
$40.9K ﹤0.01%
196
+7
886
$40.8K ﹤0.01%
1,381
+455
887
$40.7K ﹤0.01%
415
+33
888
$40.4K ﹤0.01%
321
+32
889
$40.2K ﹤0.01%
1,294
-5
890
$40.1K ﹤0.01%
243
-2
891
$40.1K ﹤0.01%
487
+300
892
$40K ﹤0.01%
646
+128
893
$40K ﹤0.01%
103
+26
894
$39.9K ﹤0.01%
3,653
+1,030
895
$39.7K ﹤0.01%
2,000
896
$39.7K ﹤0.01%
747
+259
897
$39.5K ﹤0.01%
287
898
$39.4K ﹤0.01%
4,965
+855
899
$39.3K ﹤0.01%
150
900
$39.3K ﹤0.01%
179
+37
34 35
36
37 38