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
926
$36.9K ﹤0.01%
518
+45
927
$36.7K ﹤0.01%
667
928
$36.6K ﹤0.01%
1,608
+1,470
929
$36.6K ﹤0.01%
1,091
+181
930
$36.3K ﹤0.01%
852
+98
931
$36.3K ﹤0.01%
280
+31
932
$36.1K ﹤0.01%
1,539
+19
933
$36K ﹤0.01%
1,774
-1,939
934
$35.9K ﹤0.01%
1,368
+871
935
$35.8K ﹤0.01%
1,083
+298
936
$35.8K ﹤0.01%
1,402
+867
937
$35.7K ﹤0.01%
3,963
+3,862
938
$35.7K ﹤0.01%
518
939
$35.5K ﹤0.01%
2,302
+644
940
$35.5K ﹤0.01%
194
-21
941
$35.5K ﹤0.01%
147
-40
942
$35.4K ﹤0.01%
704
+91
943
$35.4K ﹤0.01%
221
+12
944
$35.3K ﹤0.01%
592
945
$35.3K ﹤0.01%
135
+2
946
$35.2K ﹤0.01%
435
+10
947
$35.2K ﹤0.01%
1,542
+315
948
$35.2K ﹤0.01%
2,620
-939
949
$35.2K ﹤0.01%
375
-14
950
$35.1K ﹤0.01%
925
36 37
38
39 40