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
1101
$25.9K ﹤0.01%
536
+10
1102
$25.8K ﹤0.01%
55
+19
1103
$25.8K ﹤0.01%
411
+206
1104
$25.8K ﹤0.01%
200
-11
1105
$25.8K ﹤0.01%
1,343
+26
1106
$25.8K ﹤0.01%
300
1107
$25.6K ﹤0.01%
198
+3
1108
$25.6K ﹤0.01%
408
+16
1109
$25.5K ﹤0.01%
83
-19
1110
$25.5K ﹤0.01%
80
+26
1111
$25.5K ﹤0.01%
1,337
+818
1112
$25.5K ﹤0.01%
453
-17
1113
$25.4K ﹤0.01%
7,519
+1,548
1114
$25.2K ﹤0.01%
321
+173
1115
$25.1K ﹤0.01%
47
+4
1116
$25.1K ﹤0.01%
1,095
+184
1117
$25.1K ﹤0.01%
1,407
+237
1118
$25.1K ﹤0.01%
656
1119
$25K ﹤0.01%
158
+88
1120
$25K ﹤0.01%
217
+14
1121
$25K ﹤0.01%
842
+514
1122
$24.8K ﹤0.01%
5,193
-158
1123
$24.7K ﹤0.01%
938
+148
1124
$24.6K ﹤0.01%
1,576
+904
1125
$24.5K ﹤0.01%
746
+2
43 44
45
46 47