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
1101
$23.1K ﹤0.01%
546
+456
1102
$23.1K ﹤0.01%
529
+404
1103
$23K ﹤0.01%
193
+60
1104
$23K ﹤0.01%
6,892
+5,303
1105
$23K ﹤0.01%
627
+404
1106
$23K ﹤0.01%
453
+61
1107
$23K ﹤0.01%
658
1108
$22.9K ﹤0.01%
2,093
+484
1109
$22.9K ﹤0.01%
815
-50
1110
$22.9K ﹤0.01%
260
-12
1111
$22.8K ﹤0.01%
328
-7
1112
$22.8K ﹤0.01%
969
+587
1113
$22.7K ﹤0.01%
360
+160
1114
$22.7K ﹤0.01%
1,195
+1,127
1115
$22.7K ﹤0.01%
394
+214
1116
$22.7K ﹤0.01%
47
+6
1117
$22.7K ﹤0.01%
174
+129
1118
$22.7K ﹤0.01%
2,123
-3,986
1119
$22.7K ﹤0.01%
656
+53
1120
$22.6K ﹤0.01%
763
-282
1121
$22.5K ﹤0.01%
889
+803
1122
$22.4K ﹤0.01%
102
+61
1123
$22.4K ﹤0.01%
1,074
-84
1124
$22.3K ﹤0.01%
310
1125
$22.2K ﹤0.01%
425
+141
43 44
45
46 47