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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$20.5K ﹤0.01%
204
-1
1052
$20.4K ﹤0.01%
298
-66
1053
$20.3K ﹤0.01%
397
-35
1054
$20.3K ﹤0.01%
1,403
-73
1055
$20.3K ﹤0.01%
57
+6
1056
$20.3K ﹤0.01%
230
-7
1057
$20.3K ﹤0.01%
729
+212
1058
$20.2K ﹤0.01%
164
+5
1059
$20.1K ﹤0.01%
1,130
+116
1060
$20.1K ﹤0.01%
1,255
-39
1061
$20.1K ﹤0.01%
289
+4
1062
$20K ﹤0.01%
202
+2
1063
$20K ﹤0.01%
214
+6
1064
$19.9K ﹤0.01%
670
1065
$19.8K ﹤0.01%
292
+64
1066
$19.8K ﹤0.01%
272
+2
1067
$19.7K ﹤0.01%
9,738
-1,669
1068
$19.6K ﹤0.01%
52
-6
1069
$19.6K ﹤0.01%
116
+26
1070
$19.5K ﹤0.01%
1,791
+206
1071
$19.5K ﹤0.01%
324
1072
$19.5K ﹤0.01%
315
+2
1073
$19.4K ﹤0.01%
183
-17
1074
$19.3K ﹤0.01%
233
+1
1075
$19.2K ﹤0.01%
1,553
41 42
43
44 45