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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$24.2K ﹤0.01%
604
+31
977
$24.2K ﹤0.01%
148
+5
978
$24.1K ﹤0.01%
1,101
+245
979
$24.1K ﹤0.01%
404
+64
980
$24.1K ﹤0.01%
1,168
-25
981
$24.1K ﹤0.01%
760
+410
982
$24.1K ﹤0.01%
734
983
$24K ﹤0.01%
155
+70
984
$24K ﹤0.01%
99
+4
985
$23.9K ﹤0.01%
312
-153
986
$23.9K ﹤0.01%
1,541
+68
987
$23.9K ﹤0.01%
979
-67
988
$23.9K ﹤0.01%
97
-28
989
$23.9K ﹤0.01%
120
+23
990
$23.8K ﹤0.01%
64
+1
991
$23.7K ﹤0.01%
1,469
-18
992
$23.7K ﹤0.01%
3,922
+1,180
993
$23.7K ﹤0.01%
522
-16
994
$23.7K ﹤0.01%
526
995
$23.7K ﹤0.01%
512
+60
996
$23.7K ﹤0.01%
4,050
-262
997
$23.6K ﹤0.01%
296
+68
998
$23.5K ﹤0.01%
3,055
+525
999
$23.3K ﹤0.01%
1,256
+5
1000
$23.3K ﹤0.01%
5,662
38 39
40
41 42