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
$250M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Sells

1 +$980K
2 +$602K
3 +$589K
4
WFC icon
Wells Fargo
WFC
+$253K
5
MNST icon
Monster Beverage
MNST
+$245K

Sector Composition

1 Technology 8.08%
2 Financials 5.53%
3 Healthcare 4.99%
4 Consumer Discretionary 3.13%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$6K ﹤0.01%
1,055
+28
1027
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102
1028
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1029
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110
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1030
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1031
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1032
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836
1033
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+47
1034
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1035
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265
1036
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1037
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35
1038
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1039
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1040
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1041
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+90
1042
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1045
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1046
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72
+51
1047
$6K ﹤0.01%
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1048
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1049
$6K ﹤0.01%
+393
1050
$6K ﹤0.01%
86