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
1051
$25.5K ﹤0.01%
1,122
1052
$25.5K ﹤0.01%
380
+88
1053
$25.5K ﹤0.01%
116
+18
1054
$25.5K ﹤0.01%
+1,894
1055
$25.4K ﹤0.01%
146
+22
1056
$25.3K ﹤0.01%
200
+100
1057
$25.3K ﹤0.01%
270
+37
1058
$25.3K ﹤0.01%
293
1059
$25.1K ﹤0.01%
1,290
+87
1060
$25.1K ﹤0.01%
300
1061
$25K ﹤0.01%
603
+156
1062
$25K ﹤0.01%
310
-136
1063
$24.9K ﹤0.01%
154
+87
1064
$24.9K ﹤0.01%
526
1065
$24.9K ﹤0.01%
508
-18
1066
$24.8K ﹤0.01%
488
-203
1067
$24.8K ﹤0.01%
341
+154
1068
$24.7K ﹤0.01%
264
+34
1069
$24.6K ﹤0.01%
4,059
+9
1070
$24.5K ﹤0.01%
162
+72
1071
$24.5K ﹤0.01%
1,398
-30
1072
$24.5K ﹤0.01%
184
+21
1073
$24.4K ﹤0.01%
1,129
-18
1074
$24.3K ﹤0.01%
1,000
1075
$24.3K ﹤0.01%
126
+4
41 42
43
44 45