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
1001
$31.1K ﹤0.01%
226
+8
1002
$31K ﹤0.01%
1,022
+568
1003
$31K ﹤0.01%
1,624
+468
1004
$30.9K ﹤0.01%
60
-22
1005
$30.9K ﹤0.01%
380
+37
1006
$30.9K ﹤0.01%
809
+194
1007
$30.7K ﹤0.01%
1,383
+175
1008
$30.6K ﹤0.01%
1,841
+1,678
1009
$30.6K ﹤0.01%
201
1010
$30.6K ﹤0.01%
7,684
+1,933
1011
$30.5K ﹤0.01%
535
-283
1012
$30.5K ﹤0.01%
1,891
+1,154
1013
$30.5K ﹤0.01%
1,159
+410
1014
$30.4K ﹤0.01%
305
-39
1015
$30.4K ﹤0.01%
75
+11
1016
$30.2K ﹤0.01%
368
-6
1017
$30.1K ﹤0.01%
394
+35
1018
$29.9K ﹤0.01%
965
+321
1019
$29.9K ﹤0.01%
612
-4
1020
$29.8K ﹤0.01%
275
1021
$29.8K ﹤0.01%
872
+74
1022
$29.8K ﹤0.01%
95
-6
1023
$29.7K ﹤0.01%
324
+98
1024
$29.7K ﹤0.01%
173
+34
1025
$29.6K ﹤0.01%
685
+104
39 40
41
42 43