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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.21%
8,397
+165
77
$1.71M 0.21%
10,608
+944
78
$1.71M 0.21%
5,547
+378
79
$1.7M 0.21%
10,290
-1,406
80
$1.65M 0.2%
49,932
+3,476
81
$1.63M 0.2%
8,190
-432
82
$1.63M 0.2%
16,145
+1,267
83
$1.58M 0.19%
18,142
-1,786
84
$1.56M 0.19%
3,523
+30
85
$1.55M 0.19%
47,223
+382
86
$1.53M 0.19%
128,578
+8,000
87
$1.53M 0.19%
7,110
+1,233
88
$1.51M 0.19%
22,420
+14,071
89
$1.48M 0.18%
31,169
-633
90
$1.44M 0.18%
41,044
+7,572
91
$1.41M 0.17%
35,884
+2,388
92
$1.4M 0.17%
8,815
93
$1.39M 0.17%
+27,080
94
$1.33M 0.16%
16,250
+6,030
95
$1.32M 0.16%
1,858
+108
96
$1.3M 0.16%
8,672
-325
97
$1.29M 0.16%
15,481
+2,314
98
$1.28M 0.16%
32,842
-456
99
$1.28M 0.16%
41,247
+297
100
$1.27M 0.16%
7,115
+879
2 3
4
5 6