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
1001
$28.4K ﹤0.01%
1,750
+209
1002
$28.3K ﹤0.01%
583
+11
1003
$28.2K ﹤0.01%
7,797
+843
1004
$28.1K ﹤0.01%
96
+39
1005
$28K ﹤0.01%
1,074
+245
1006
$27.8K ﹤0.01%
5,681
+445
1007
$27.8K ﹤0.01%
388
-7
1008
$27.7K ﹤0.01%
228
+21
1009
$27.6K ﹤0.01%
290
1010
$27.6K ﹤0.01%
1,287
-32
1011
$27.6K ﹤0.01%
911
+523
1012
$27.6K ﹤0.01%
414
+38
1013
$27.5K ﹤0.01%
209
+96
1014
$27.5K ﹤0.01%
737
+325
1015
$27.5K ﹤0.01%
1,848
1016
$27.4K ﹤0.01%
391
-44
1017
$27.4K ﹤0.01%
510
-206
1018
$27.4K ﹤0.01%
802
+246
1019
$27.3K ﹤0.01%
110
+58
1020
$27.2K ﹤0.01%
1,448
+507
1021
$27.2K ﹤0.01%
434
-43
1022
$27.2K ﹤0.01%
640
-18
1023
$27.1K ﹤0.01%
670
-261
1024
$27.1K ﹤0.01%
136
+64
1025
$27.1K ﹤0.01%
234
+51
39 40
41
42 43