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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$25.6K ﹤0.01%
1,100
952
$25.5K ﹤0.01%
200
+72
953
$25.5K ﹤0.01%
415
+40
954
$25.4K ﹤0.01%
229
+43
955
$25.3K ﹤0.01%
275
956
$25.2K ﹤0.01%
232
-2
957
$25.1K ﹤0.01%
4,531
-59
958
$25.1K ﹤0.01%
1,428
+42
959
$25.1K ﹤0.01%
320
960
$25.1K ﹤0.01%
182
961
$24.9K ﹤0.01%
1,158
+4
962
$24.9K ﹤0.01%
401
963
$24.9K ﹤0.01%
1,319
964
$24.9K ﹤0.01%
147
+40
965
$24.8K ﹤0.01%
122
+27
966
$24.8K ﹤0.01%
283
+79
967
$24.8K ﹤0.01%
699
+171
968
$24.7K ﹤0.01%
5,351
-430
969
$24.7K ﹤0.01%
1,076
+46
970
$24.6K ﹤0.01%
1,203
+26
971
$24.5K ﹤0.01%
643
-1,148
972
$24.4K ﹤0.01%
2,051
-17
973
$24.3K ﹤0.01%
521
+43
974
$24.3K ﹤0.01%
988
-69
975
$24.3K ﹤0.01%
584
-19
37 38
39
40 41