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
1076
$24.2K ﹤0.01%
305
+138
1077
$24.2K ﹤0.01%
884
+226
1078
$24.2K ﹤0.01%
122
+84
1079
$24.1K ﹤0.01%
135
+47
1080
$24.1K ﹤0.01%
394
-3
1081
$24.1K ﹤0.01%
8,617
+631
1082
$24K ﹤0.01%
1,071
-30
1083
$24K ﹤0.01%
822
-29
1084
$24K ﹤0.01%
1,454
1085
$23.9K ﹤0.01%
1,295
+381
1086
$23.8K ﹤0.01%
89
+19
1087
$23.8K ﹤0.01%
5,662
1088
$23.8K ﹤0.01%
990
+263
1089
$23.7K ﹤0.01%
250
1090
$23.7K ﹤0.01%
247
+181
1091
$23.7K ﹤0.01%
9,738
1092
$23.6K ﹤0.01%
881
+857
1093
$23.6K ﹤0.01%
3,239
+150
1094
$23.6K ﹤0.01%
310
+27
1095
$23.6K ﹤0.01%
328
+37
1096
$23.5K ﹤0.01%
1,442
+39
1097
$23.5K ﹤0.01%
426
+33
1098
$23.5K ﹤0.01%
+3,000
1099
$23.2K ﹤0.01%
207
+32
1100
$23.2K ﹤0.01%
234
42 43
44
45 46