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
76
$1.74M 0.17%
125,917
-2,052
77
$1.72M 0.17%
3,393
78
$1.7M 0.17%
5,748
-2,018
79
$1.7M 0.17%
48,823
-2,104
80
$1.68M 0.17%
21,668
-223
81
$1.68M 0.17%
33,175
-3,025
82
$1.64M 0.16%
5,540
-124
83
$1.6M 0.16%
6,087
+556
84
$1.6M 0.16%
9,396
-1,243
85
$1.58M 0.16%
36,143
-5,492
86
$1.56M 0.16%
17,283
+573
87
$1.55M 0.16%
16,190
-815
88
$1.52M 0.15%
9,794
+591
89
$1.5M 0.15%
28,539
+924
90
$1.48M 0.15%
40,439
+248
91
$1.47M 0.15%
24,907
+9,355
92
$1.43M 0.14%
20,363
+5,397
93
$1.43M 0.14%
2,453
+209
94
$1.42M 0.14%
1,870
+29
95
$1.39M 0.14%
8,142
-837
96
$1.37M 0.14%
2,804
+245
97
$1.31M 0.13%
13,892
+2,232
98
$1.29M 0.13%
15,280
+286
99
$1.26M 0.13%
36,436
-2,268
100
$1.24M 0.12%
1,531
-185
2 3
4
5 6