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
901
$34.9K ﹤0.01%
1,135
-21
902
$34.9K ﹤0.01%
333
-29
903
$34.9K ﹤0.01%
1,963
+708
904
$34.8K ﹤0.01%
1,100
905
$34.8K ﹤0.01%
123
+26
906
$34.8K ﹤0.01%
127
+15
907
$34.7K ﹤0.01%
401
+3
908
$34.6K ﹤0.01%
377
+113
909
$34.5K ﹤0.01%
5,440
910
$34.5K ﹤0.01%
398
-45
911
$34.5K ﹤0.01%
1,388
-254
912
$34.4K ﹤0.01%
350
913
$34.4K ﹤0.01%
77
-11
914
$34.3K ﹤0.01%
80
+28
915
$34.2K ﹤0.01%
176
+94
916
$34.1K ﹤0.01%
1,489
+359
917
$34.1K ﹤0.01%
793
+440
918
$34K ﹤0.01%
325
919
$34K ﹤0.01%
4,902
-617
920
$33.9K ﹤0.01%
1,115
+319
921
$33.9K ﹤0.01%
289
+6
922
$33.8K ﹤0.01%
1,894
+1,790
923
$33.7K ﹤0.01%
2,000
924
$33.7K ﹤0.01%
135
+58
925
$33.6K ﹤0.01%
675
-22
35 36
37
38 39