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
951
$35.1K ﹤0.01%
939
+3
952
$35K ﹤0.01%
3,370
+751
953
$35K ﹤0.01%
497
-27
954
$35K ﹤0.01%
3,596
+1,758
955
$34.9K ﹤0.01%
320
+42
956
$34.9K ﹤0.01%
324
-15
957
$34.8K ﹤0.01%
1,389
+138
958
$34.7K ﹤0.01%
921
-113
959
$34.7K ﹤0.01%
2,000
960
$34.7K ﹤0.01%
518
+91
961
$34.7K ﹤0.01%
811
+217
962
$34.7K ﹤0.01%
677
+434
963
$34.6K ﹤0.01%
2,605
+35
964
$34.3K ﹤0.01%
907
+36
965
$34.2K ﹤0.01%
208
966
$34.2K ﹤0.01%
7,641
+2,006
967
$34K ﹤0.01%
125
-5
968
$33.8K ﹤0.01%
12,738
969
$33.7K ﹤0.01%
313
-38
970
$33.6K ﹤0.01%
2,595
-1,800
971
$33.5K ﹤0.01%
590
+27
972
$33.5K ﹤0.01%
355
-47
973
$33.4K ﹤0.01%
2,035
+124
974
$33.2K ﹤0.01%
246
+7
975
$33.2K ﹤0.01%
755
37 38
39
40 41