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
$250M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Sells

1 +$980K
2 +$602K
3 +$589K
4
WFC icon
Wells Fargo
WFC
+$253K
5
MNST icon
Monster Beverage
MNST
+$245K

Sector Composition

1 Technology 8.08%
2 Financials 5.53%
3 Healthcare 4.99%
4 Consumer Discretionary 3.13%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$8K ﹤0.01%
417
952
$8K ﹤0.01%
97
953
0
954
$8K ﹤0.01%
195
955
$8K ﹤0.01%
250
+23
956
$8K ﹤0.01%
151
957
$8K ﹤0.01%
441
958
$8K ﹤0.01%
1,000
959
$8K ﹤0.01%
299
960
$8K ﹤0.01%
357
961
$8K ﹤0.01%
440
-73
962
$8K ﹤0.01%
659
+447
963
$8K ﹤0.01%
119
+24
964
$8K ﹤0.01%
317
965
$8K ﹤0.01%
2,045
966
$8K ﹤0.01%
+352
967
$8K ﹤0.01%
265
968
$8K ﹤0.01%
344
969
$8K ﹤0.01%
209
+17
970
$8K ﹤0.01%
494
971
$8K ﹤0.01%
71
972
$8K ﹤0.01%
+100
973
$8K ﹤0.01%
160
974
$8K ﹤0.01%
2,268
975
$7K ﹤0.01%
178