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
926
$27.2K ﹤0.01%
568
-83
927
$27.1K ﹤0.01%
668
-58
928
$27.1K ﹤0.01%
3,044
929
$27K ﹤0.01%
325
+45
930
$26.9K ﹤0.01%
461
-180
931
$26.9K ﹤0.01%
214
+53
932
$26.8K ﹤0.01%
780
+118
933
$26.8K ﹤0.01%
875
-229
934
$26.7K ﹤0.01%
514
+196
935
$26.7K ﹤0.01%
835
-198
936
$26.6K ﹤0.01%
1,177
+290
937
$26.5K ﹤0.01%
431
+36
938
$26.5K ﹤0.01%
4,260
+2,699
939
$26.4K ﹤0.01%
217
+84
940
$26.3K ﹤0.01%
468
+108
941
$26.2K ﹤0.01%
466
+200
942
$26.2K ﹤0.01%
1,045
+141
943
$25.9K ﹤0.01%
420
-3
944
$25.9K ﹤0.01%
239
+170
945
$25.8K ﹤0.01%
1,696
+1,598
946
$25.7K ﹤0.01%
43
+19
947
$25.6K ﹤0.01%
622
+184
948
$25.5K ﹤0.01%
618
+574
949
$25.5K ﹤0.01%
476
+77
950
$25.5K ﹤0.01%
1,590
+1,511
36 37
38
39 40