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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$18.3K ﹤0.01%
193
+53
1102
$18.3K ﹤0.01%
+477
1103
$18.2K ﹤0.01%
490
+477
1104
$18.2K ﹤0.01%
1,658
+1,303
1105
$18.1K ﹤0.01%
627
-750
1106
$18K ﹤0.01%
548
-407
1107
$18K ﹤0.01%
200
1108
$18K ﹤0.01%
258
-418
1109
$18K ﹤0.01%
988
-488
1110
$18K ﹤0.01%
303
+85
1111
$18K ﹤0.01%
7,815
-4,366
1112
$17.9K ﹤0.01%
668
+111
1113
$17.9K ﹤0.01%
3,900
+2,543
1114
$17.9K ﹤0.01%
124
+4
1115
$17.9K ﹤0.01%
141
+7
1116
$17.9K ﹤0.01%
4,607
+1,495
1117
$17.8K ﹤0.01%
1,585
1118
$17.8K ﹤0.01%
280
+136
1119
$17.8K ﹤0.01%
322
+167
1120
$17.8K ﹤0.01%
21
-7
1121
$17.7K ﹤0.01%
146
+143
1122
$17.7K ﹤0.01%
1,253
+92
1123
$17.7K ﹤0.01%
75
-40
1124
$17.6K ﹤0.01%
299
-31
1125
$17.6K ﹤0.01%
318
+15
43 44
45
46 47