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
1026
$27K ﹤0.01%
619
+260
1027
$27K ﹤0.01%
1,227
+1,162
1028
$27K ﹤0.01%
265
-17
1029
$26.8K ﹤0.01%
788
+212
1030
$26.7K ﹤0.01%
624
-1
1031
$26.6K ﹤0.01%
558
+81
1032
$26.6K ﹤0.01%
154
+20
1033
$26.6K ﹤0.01%
384
-31
1034
$26.5K ﹤0.01%
336
-175
1035
$26.5K ﹤0.01%
1,838
+1,428
1036
$26.5K ﹤0.01%
1,317
+944
1037
$26.5K ﹤0.01%
360
+146
1038
$26.4K ﹤0.01%
4,296
-266
1039
$26.3K ﹤0.01%
612
+49
1040
$26.3K ﹤0.01%
1,163
1041
$26.2K ﹤0.01%
1,057
+972
1042
$26.2K ﹤0.01%
1,137
+447
1043
$26.2K ﹤0.01%
2,089
+919
1044
$26K ﹤0.01%
110
+26
1045
$25.8K ﹤0.01%
411
-4
1046
$25.8K ﹤0.01%
744
+223
1047
$25.7K ﹤0.01%
1,889
1048
$25.6K ﹤0.01%
374
+92
1049
$25.6K ﹤0.01%
370
+115
1050
$25.5K ﹤0.01%
432
+134
40 41
42
43 44