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
1076
$27.1K ﹤0.01%
6,522
-657
1077
$27.1K ﹤0.01%
693
+619
1078
$27.1K ﹤0.01%
673
+393
1079
$27.1K ﹤0.01%
1,886
+1,740
1080
$27K ﹤0.01%
1,117
+781
1081
$26.7K ﹤0.01%
656
+264
1082
$26.6K ﹤0.01%
260
1083
$26.6K ﹤0.01%
1,016
+162
1084
$26.6K ﹤0.01%
1,121
+336
1085
$26.6K ﹤0.01%
912
+862
1086
$26.4K ﹤0.01%
252
-49
1087
$26.4K ﹤0.01%
200
1088
$26.4K ﹤0.01%
244
1089
$26.3K ﹤0.01%
714
+94
1090
$26.3K ﹤0.01%
16
+1
1091
$26.3K ﹤0.01%
1,000
1092
$26.3K ﹤0.01%
222
+10
1093
$26.2K ﹤0.01%
3,620
+944
1094
$26.2K ﹤0.01%
3,514
-287
1095
$26.2K ﹤0.01%
280
+64
1096
$26K ﹤0.01%
510
+103
1097
$26K ﹤0.01%
488
-84
1098
$26K ﹤0.01%
159
+106
1099
$26K ﹤0.01%
680
+11
1100
$25.9K ﹤0.01%
745
+118
42 43
44
45 46