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
1001
$22.3K ﹤0.01%
280
1002
$22.3K ﹤0.01%
1,056
+466
1003
$22.2K ﹤0.01%
381
+274
1004
$22.2K ﹤0.01%
380
+49
1005
$22.2K ﹤0.01%
364
+109
1006
$22.1K ﹤0.01%
350
1007
$22.1K ﹤0.01%
671
+663
1008
$22.1K ﹤0.01%
31
+28
1009
$22K ﹤0.01%
71
+61
1010
$22K ﹤0.01%
207
-29
1011
$22K ﹤0.01%
219
-45
1012
$22K ﹤0.01%
646
-8
1013
$21.8K ﹤0.01%
340
+20
1014
$21.8K ﹤0.01%
1,129
+341
1015
$21.7K ﹤0.01%
320
+80
1016
$21.7K ﹤0.01%
300
1017
$21.6K ﹤0.01%
2,124
+2,063
1018
$21.6K ﹤0.01%
5,285
-107
1019
$21.6K ﹤0.01%
198
-232
1020
$21.6K ﹤0.01%
702
-379
1021
$21.6K ﹤0.01%
401
+30
1022
$21.5K ﹤0.01%
420
-248
1023
$21.4K ﹤0.01%
104
-91
1024
$21.3K ﹤0.01%
262
+57
1025
$21.3K ﹤0.01%
341
-82
39 40
41
42 43