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
901
$28.6K ﹤0.01%
963
+200
902
$28.5K ﹤0.01%
900
903
$28.4K ﹤0.01%
300
904
$28.4K ﹤0.01%
325
905
$28.2K ﹤0.01%
301
-196
906
$28.2K ﹤0.01%
769
+692
907
$28.2K ﹤0.01%
729
+248
908
$28.2K ﹤0.01%
197
-136
909
$28.1K ﹤0.01%
1,138
-646
910
$28.1K ﹤0.01%
9,757
-1,996
911
$28K ﹤0.01%
169
-61
912
$28K ﹤0.01%
620
+186
913
$27.9K ﹤0.01%
395
+75
914
$27.8K ﹤0.01%
204
+13
915
$27.8K ﹤0.01%
718
-212
916
$27.8K ﹤0.01%
1,508
+13
917
$27.7K ﹤0.01%
1,375
-97
918
$27.5K ﹤0.01%
731
-4
919
$27.5K ﹤0.01%
140
-78
920
$27.5K ﹤0.01%
9,958
+611
921
$27.5K ﹤0.01%
940
-25
922
$27.4K ﹤0.01%
549
-92
923
$27.3K ﹤0.01%
167
+77
924
$27.3K ﹤0.01%
238
-517
925
$27.2K ﹤0.01%
573
+280
35 36
37
38 39