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
901
$39.3K ﹤0.01%
288
-1
902
$39.1K ﹤0.01%
2,007
-568
903
$38.8K ﹤0.01%
1,245
+105
904
$38.7K ﹤0.01%
2,069
+478
905
$38.6K ﹤0.01%
109
+66
906
$38.4K ﹤0.01%
514
-41
907
$38.3K ﹤0.01%
350
908
$38.3K ﹤0.01%
394
909
$38.2K ﹤0.01%
276
+5
910
$38.2K ﹤0.01%
210
+22
911
$38K ﹤0.01%
2,150
912
$37.9K ﹤0.01%
4,977
+160
913
$37.7K ﹤0.01%
4,164
+546
914
$37.7K ﹤0.01%
663
+104
915
$37.6K ﹤0.01%
153
+12
916
$37.6K ﹤0.01%
2,752
+550
917
$37.6K ﹤0.01%
325
918
$37.5K ﹤0.01%
1,121
-3,517
919
$37.4K ﹤0.01%
16,708
+11,279
920
$37.4K ﹤0.01%
673
+471
921
$37.3K ﹤0.01%
320
+30
922
$37.1K ﹤0.01%
1,216
-533
923
$37K ﹤0.01%
1,134
+484
924
$37K ﹤0.01%
517
-41
925
$36.9K ﹤0.01%
101
+4
35 36
37
38 39