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
976
$33.2K ﹤0.01%
750
-568
977
$33.1K ﹤0.01%
1,095
-25
978
$33K ﹤0.01%
564
+100
979
$32.9K ﹤0.01%
512
+120
980
$32.7K ﹤0.01%
1,151
+198
981
$32.5K ﹤0.01%
386
-22
982
$32.5K ﹤0.01%
1,336
+90
983
$32.4K ﹤0.01%
387
984
$32.3K ﹤0.01%
493
+87
985
$32.2K ﹤0.01%
814
-28
986
$32.1K ﹤0.01%
995
+315
987
$32.1K ﹤0.01%
170
-18
988
$32K ﹤0.01%
62
+17
989
$32K ﹤0.01%
19
+2
990
$31.7K ﹤0.01%
488
-6
991
$31.7K ﹤0.01%
3,360
-656
992
$31.6K ﹤0.01%
163
+9
993
$31.6K ﹤0.01%
217
+36
994
$31.4K ﹤0.01%
1,124
+72
995
$31.3K ﹤0.01%
167
-43
996
$31.3K ﹤0.01%
2,087
-1,849
997
$31.2K ﹤0.01%
9,184
+4,269
998
$31.2K ﹤0.01%
1,939
-67
999
$31.2K ﹤0.01%
2,019
+140
1000
$31.1K ﹤0.01%
1,848
38 39
40
41 42