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
901
$28.1K ﹤0.01%
1,642
+254
902
$28K ﹤0.01%
511
+180
903
$27.9K ﹤0.01%
398
+3
904
$27.9K ﹤0.01%
610
+6
905
$27.7K ﹤0.01%
1,496
+61
906
$27.6K ﹤0.01%
483
-16
907
$27.6K ﹤0.01%
3,089
+301
908
$27.6K ﹤0.01%
5,646
+3,923
909
$27.6K ﹤0.01%
484
+45
910
$27.5K ﹤0.01%
354
+14
911
$27.5K ﹤0.01%
2,132
+184
912
$27.5K ﹤0.01%
5,354
+1,208
913
$27.4K ﹤0.01%
3,237
+963
914
$27.4K ﹤0.01%
432
-8
915
$27.3K ﹤0.01%
607
-323
916
$27.3K ﹤0.01%
504
+75
917
$27.1K ﹤0.01%
937
-984
918
$27.1K ﹤0.01%
229
+125
919
$27.1K ﹤0.01%
297
-32
920
$27K ﹤0.01%
115
921
$26.9K ﹤0.01%
98
+33
922
$26.8K ﹤0.01%
59
923
$26.8K ﹤0.01%
376
+51
924
$26.8K ﹤0.01%
1,147
+18
925
$26.7K ﹤0.01%
822
-108
35 36
37
38 39