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
976
$29.9K ﹤0.01%
91
+51
977
$29.9K ﹤0.01%
1,474
+207
978
$29.8K ﹤0.01%
304
+95
979
$29.8K ﹤0.01%
1,042
-270
980
$29.8K ﹤0.01%
275
+186
981
$29.7K ﹤0.01%
788
+59
982
$29.4K ﹤0.01%
1,697
983
$29.3K ﹤0.01%
1,997
+508
984
$29.3K ﹤0.01%
1,020
-564
985
$29.3K ﹤0.01%
248
+134
986
$29.2K ﹤0.01%
240
+92
987
$29.1K ﹤0.01%
2,023
-28
988
$28.9K ﹤0.01%
800
+101
989
$28.9K ﹤0.01%
1,874
+83
990
$28.9K ﹤0.01%
1,613
+1,080
991
$28.8K ﹤0.01%
115
992
$28.8K ﹤0.01%
204
-1,183
993
$28.7K ﹤0.01%
543
+437
994
$28.7K ﹤0.01%
275
995
$28.7K ﹤0.01%
2,619
+149
996
$28.6K ﹤0.01%
264
-13
997
$28.6K ﹤0.01%
734
998
$28.5K ﹤0.01%
861
-127
999
$28.4K ﹤0.01%
4,404
-3,210
1000
$28.4K ﹤0.01%
20
-3
38 39
40
41 42