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
1051
$20.4K ﹤0.01%
440
+326
1052
$20.4K ﹤0.01%
632
-54
1053
$20.3K ﹤0.01%
2,043
+1,769
1054
$20.3K ﹤0.01%
1,415
+480
1055
$20.3K ﹤0.01%
413
+7
1056
$20.1K ﹤0.01%
1,942
+469
1057
$20K ﹤0.01%
318
-31
1058
$20K ﹤0.01%
164
-77
1059
$20K ﹤0.01%
230
-11
1060
$19.9K ﹤0.01%
526
-23
1061
$19.9K ﹤0.01%
991
-383
1062
$19.9K ﹤0.01%
237
+25
1063
$19.8K ﹤0.01%
94
-141
1064
$19.8K ﹤0.01%
405
+370
1065
$19.8K ﹤0.01%
253
+14
1066
$19.8K ﹤0.01%
1,554
+1,397
1067
$19.7K ﹤0.01%
431
-167
1068
$19.7K ﹤0.01%
250
1069
$19.7K ﹤0.01%
492
-314
1070
$19.7K ﹤0.01%
324
1071
$19.6K ﹤0.01%
7,218
+2,445
1072
$19.6K ﹤0.01%
274
+90
1073
$19.5K ﹤0.01%
2,103
+809
1074
$19.5K ﹤0.01%
494
+439
1075
$19.4K ﹤0.01%
303
+292
41 42
43
44 45