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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$21.3K ﹤0.01%
691
-97
1027
$21.2K ﹤0.01%
746
-278
1028
$21.2K ﹤0.01%
1,940
+531
1029
$21.2K ﹤0.01%
335
-247
1030
$21.2K ﹤0.01%
895
-455
1031
$21.1K ﹤0.01%
175
+59
1032
$21.1K ﹤0.01%
326
-55
1033
$21.1K ﹤0.01%
282
+210
1034
$21K ﹤0.01%
238
+218
1035
$20.9K ﹤0.01%
63
+55
1036
$20.9K ﹤0.01%
338
+8
1037
$20.8K ﹤0.01%
981
+167
1038
$20.8K ﹤0.01%
1,864
+853
1039
$20.8K ﹤0.01%
445
+71
1040
$20.7K ﹤0.01%
293
1041
$20.7K ﹤0.01%
1,855
-2,185
1042
$20.7K ﹤0.01%
361
+90
1043
$20.6K ﹤0.01%
184
+133
1044
$20.6K ﹤0.01%
652
+5
1045
$20.6K ﹤0.01%
358
-42
1046
$20.6K ﹤0.01%
3,816
-434
1047
$20.5K ﹤0.01%
+500
1048
$20.5K ﹤0.01%
1,000
-300
1049
$20.5K ﹤0.01%
3,207
+2,232
1050
$20.5K ﹤0.01%
817
-19
40 41
42
43 44