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
76
$2M 0.19%
2,957
+88
77
$1.97M 0.19%
3,691
-180
78
$1.96M 0.18%
69,978
+7,238
79
$1.95M 0.18%
3,507
+50
80
$1.93M 0.18%
11,036
+2,247
81
$1.93M 0.18%
11,234
+751
82
$1.83M 0.17%
15,906
+4,701
83
$1.81M 0.17%
18,051
+1,476
84
$1.8M 0.17%
18,553
+6,943
85
$1.8M 0.17%
9,250
-622
86
$1.8M 0.17%
17,740
+4,637
87
$1.77M 0.17%
5,314
-422
88
$1.75M 0.16%
40,984
+2,065
89
$1.7M 0.16%
19,543
-7,440
90
$1.69M 0.16%
16,995
-781
91
$1.68M 0.16%
26,363
+1,101
92
$1.66M 0.16%
7,522
-1,015
93
$1.59M 0.15%
14,961
-609
94
$1.56M 0.15%
39,156
+1,739
95
$1.5M 0.14%
10,320
-4,150
96
$1.48M 0.14%
10,389
+271
97
$1.44M 0.14%
5,615
-393
98
$1.4M 0.13%
78,181
99
$1.36M 0.13%
28,718
-4,894
100
$1.34M 0.13%
5,358
-65
2 3
4
5 6