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
976
$23.7K ﹤0.01%
209
-179
977
$23.5K ﹤0.01%
551
+331
978
$23.5K ﹤0.01%
264
+31
979
$23.4K ﹤0.01%
246
-93
980
$23.4K ﹤0.01%
563
+178
981
$23.4K ﹤0.01%
661
+497
982
$23.3K ﹤0.01%
508
+15
983
$23.3K ﹤0.01%
3,100
-1,900
984
$23.3K ﹤0.01%
1,551
+185
985
$23.3K ﹤0.01%
310
+70
986
$23.2K ﹤0.01%
495
+80
987
$23.1K ﹤0.01%
2,674
+1,378
988
$23K ﹤0.01%
392
-234
989
$22.9K ﹤0.01%
108
-7
990
$22.9K ﹤0.01%
269
-287
991
$22.9K ﹤0.01%
401
-414
992
$22.9K ﹤0.01%
506
+110
993
$22.9K ﹤0.01%
405
-44
994
$22.8K ﹤0.01%
+1,013
995
$22.8K ﹤0.01%
4,766
-2,085
996
$22.8K ﹤0.01%
589
997
$22.7K ﹤0.01%
488
+384
998
$22.6K ﹤0.01%
362
+52
999
$22.6K ﹤0.01%
341
-80
1000
$22.5K ﹤0.01%
412
+245
38 39
40
41 42