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
1076
$19.2K ﹤0.01%
627
1077
$19.1K ﹤0.01%
296
+218
1078
$19.1K ﹤0.01%
829
-1
1079
$19.1K ﹤0.01%
1,454
-850
1080
$19.1K ﹤0.01%
380
+7
1081
$19.1K ﹤0.01%
1,889
-48
1082
$19.1K ﹤0.01%
6,954
+169
1083
$19K ﹤0.01%
563
-7
1084
$19K ﹤0.01%
874
+44
1085
$18.9K ﹤0.01%
526
-3
1086
$18.8K ﹤0.01%
+658
1087
$18.8K ﹤0.01%
981
+12
1088
$18.7K ﹤0.01%
117
+52
1089
$18.6K ﹤0.01%
603
1090
$18.6K ﹤0.01%
264
-650
1091
$18.6K ﹤0.01%
1,530
+340
1092
$18.6K ﹤0.01%
837
+151
1093
$18.6K ﹤0.01%
+724
1094
$18.6K ﹤0.01%
1,050
-11
1095
$18.5K ﹤0.01%
180
+18
1096
$18.4K ﹤0.01%
101
-7
1097
$18.4K ﹤0.01%
340
-8
1098
$18.4K ﹤0.01%
309
+40
1099
$18.3K ﹤0.01%
182
+94
1100
$18.3K ﹤0.01%
235
+234
42 43
44
45 46