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
1051
$28.5K ﹤0.01%
1,142
+709
1052
$28.5K ﹤0.01%
1,554
+650
1053
$28.3K ﹤0.01%
2,019
+130
1054
$28.3K ﹤0.01%
587
+350
1055
$28.2K ﹤0.01%
313
-98
1056
$27.9K ﹤0.01%
583
1057
$27.9K ﹤0.01%
290
1058
$27.8K ﹤0.01%
222
-18
1059
$27.8K ﹤0.01%
303
1060
$27.8K ﹤0.01%
559
+176
1061
$27.7K ﹤0.01%
697
-254
1062
$27.7K ﹤0.01%
4,719
+1,295
1063
$27.6K ﹤0.01%
3,716
-2,717
1064
$27.6K ﹤0.01%
348
+55
1065
$27.5K ﹤0.01%
636
+25
1066
$27.5K ﹤0.01%
728
1067
$27.4K ﹤0.01%
6,458
+514
1068
$27.3K ﹤0.01%
3,287
1069
$27.3K ﹤0.01%
333
+27
1070
$27.3K ﹤0.01%
1,101
+880
1071
$27.2K ﹤0.01%
355
+13
1072
$27.2K ﹤0.01%
250
1073
$27.2K ﹤0.01%
226
-47
1074
$27.2K ﹤0.01%
659
-62
1075
$27.1K ﹤0.01%
229
-13
41 42
43
44 45