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
951
$32.2K ﹤0.01%
105
+6
952
$32.2K ﹤0.01%
812
+446
953
$32.1K ﹤0.01%
1,571
+716
954
$32.1K ﹤0.01%
1,228
+391
955
$32.1K ﹤0.01%
746
-23
956
$32K ﹤0.01%
1,602
+357
957
$31.9K ﹤0.01%
1,854
+954
958
$31.8K ﹤0.01%
615
959
$31.5K ﹤0.01%
342
-38
960
$31.4K ﹤0.01%
20
-1
961
$31.2K ﹤0.01%
330
+10
962
$31.1K ﹤0.01%
868
-68
963
$31.1K ﹤0.01%
955
+207
964
$31.1K ﹤0.01%
430
+132
965
$31.1K ﹤0.01%
120
+15
966
$30.9K ﹤0.01%
473
+174
967
$30.9K ﹤0.01%
888
+427
968
$30.8K ﹤0.01%
427
+118
969
$30.6K ﹤0.01%
175
+91
970
$30.3K ﹤0.01%
1,100
-900
971
$30.3K ﹤0.01%
130
+10
972
$30.2K ﹤0.01%
842
-117
973
$30.1K ﹤0.01%
1,317
+53
974
$30.1K ﹤0.01%
1,519
+640
975
$30.1K ﹤0.01%
185
+37
37 38
39
40 41