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
926
$33.5K ﹤0.01%
1,479
+664
927
$33.5K ﹤0.01%
587
-23
928
$33.4K ﹤0.01%
1,004
+591
929
$33.4K ﹤0.01%
601
+117
930
$33.4K ﹤0.01%
667
-3
931
$33.4K ﹤0.01%
609
-11,339
932
$33.3K ﹤0.01%
676
+72
933
$33.2K ﹤0.01%
689
-345
934
$33.1K ﹤0.01%
1,431
+79
935
$33K ﹤0.01%
1,109
+121
936
$33K ﹤0.01%
2,228
+2,178
937
$32.9K ﹤0.01%
1,050
+71
938
$32.8K ﹤0.01%
208
939
$32.8K ﹤0.01%
2,911
-12
940
$32.6K ﹤0.01%
925
941
$32.5K ﹤0.01%
754
+328
942
$32.5K ﹤0.01%
167
943
$32.4K ﹤0.01%
781
944
$32.4K ﹤0.01%
6,463
+1,932
945
$32.4K ﹤0.01%
840
+329
946
$32.3K ﹤0.01%
189
+7
947
$32.3K ﹤0.01%
528
+45
948
$32.3K ﹤0.01%
3,636
-100
949
$32.2K ﹤0.01%
191
950
$32.2K ﹤0.01%
812
-12
36 37
38
39 40