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
1001
$23.3K ﹤0.01%
128
+3
1002
$23.2K ﹤0.01%
293
1003
$23.2K ﹤0.01%
218
-9
1004
$23.1K ﹤0.01%
562
-561
1005
$23K ﹤0.01%
207
+8
1006
$22.9K ﹤0.01%
188
-45
1007
$22.8K ﹤0.01%
281
-37
1008
$22.6K ﹤0.01%
387
+197
1009
$22.4K ﹤0.01%
282
1010
$22.3K ﹤0.01%
802
-73
1011
$22.2K ﹤0.01%
968
-220
1012
$22.1K ﹤0.01%
247
+68
1013
$22K ﹤0.01%
234
1014
$22K ﹤0.01%
485
+6
1015
$22K ﹤0.01%
300
-287
1016
$22K ﹤0.01%
255
+110
1017
$22K ﹤0.01%
309
+4
1018
$21.9K ﹤0.01%
+1,122
1019
$21.8K ﹤0.01%
777
+25
1020
$21.7K ﹤0.01%
136
1021
$21.6K ﹤0.01%
510
+126
1022
$21.6K ﹤0.01%
1,343
+622
1023
$21.6K ﹤0.01%
1,405
+6
1024
$21.5K ﹤0.01%
98
+4
1025
$21.4K ﹤0.01%
291
39 40
41
42 43