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
$382M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M
2 +$2.86M
3 +$879K
4
ACR
ACRES Commercial Realty
ACR
+$566K
5
NIO icon
NIO
NIO
+$188K

Top Sells

1 +$24.5M
2 +$11.4M
3 +$7.65M
4
AAPL icon
Apple
AAPL
+$4.3M
5
META icon
Meta Platforms (Facebook)
META
+$2.77M

Sector Composition

1 Financials 19.59%
2 Technology 13.43%
3 Consumer Discretionary 4.48%
4 Healthcare 4.37%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9K ﹤0.01%
179
1027
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1028
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1029
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244
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1030
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1031
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1032
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1033
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1034
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+50
1036
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+341
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1038
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798
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1039
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434
+245
1040
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1041
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1043
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1047
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762
+606
1048
$9K ﹤0.01%
408
+19
1049
$9K ﹤0.01%
926
+637
1050
$9K ﹤0.01%
236
+72