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
1026
$29.6K ﹤0.01%
1,489
+36
1027
$29.6K ﹤0.01%
167
1028
$29.5K ﹤0.01%
630
+28
1029
$29.5K ﹤0.01%
207
1030
$29.5K ﹤0.01%
653
+166
1031
$29.5K ﹤0.01%
415
+41
1032
$29.3K ﹤0.01%
5,640
+398
1033
$29.3K ﹤0.01%
624
+616
1034
$29.2K ﹤0.01%
761
-6
1035
$29K ﹤0.01%
5,429
-48
1036
$29K ﹤0.01%
159
-80
1037
$29K ﹤0.01%
697
+336
1038
$29K ﹤0.01%
2,797
-538
1039
$28.9K ﹤0.01%
141
-10
1040
$28.9K ﹤0.01%
1,287
1041
$28.8K ﹤0.01%
123
-9
1042
$28.8K ﹤0.01%
336
+6
1043
$28.8K ﹤0.01%
1,669
+73
1044
$28.7K ﹤0.01%
865
1045
$28.7K ﹤0.01%
189
-3
1046
$28.7K ﹤0.01%
232
+13
1047
$28.6K ﹤0.01%
214
1048
$28.6K ﹤0.01%
1,531
-66
1049
$28.6K ﹤0.01%
183
+10
1050
$28.6K ﹤0.01%
2,494
+1,917
40 41
42
43 44