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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$17.3K ﹤0.01%
70
1127
$17.2K ﹤0.01%
101
1128
$17.2K ﹤0.01%
285
-93
1129
$17.2K ﹤0.01%
303
1130
$17.2K ﹤0.01%
379
-23
1131
$17.2K ﹤0.01%
293
+52
1132
$17.2K ﹤0.01%
332
+1
1133
$17.2K ﹤0.01%
1,560
-18
1134
$17.2K ﹤0.01%
3,529
+42
1135
$17.2K ﹤0.01%
4,562
+324
1136
$17.1K ﹤0.01%
384
-403
1137
$17.1K ﹤0.01%
302
-28
1138
$17.1K ﹤0.01%
325
1139
$17K ﹤0.01%
637
-1,144
1140
$17K ﹤0.01%
229
+97
1141
$17K ﹤0.01%
349
-82
1142
$17K ﹤0.01%
511
+51
1143
$16.9K ﹤0.01%
133
1144
$16.9K ﹤0.01%
5,000
1145
$16.8K ﹤0.01%
277
+11
1146
$16.8K ﹤0.01%
228
+20
1147
$16.7K ﹤0.01%
1,005
+3
1148
$16.7K ﹤0.01%
195
+145
1149
$16.7K ﹤0.01%
153
+1
1150
$16.6K ﹤0.01%
477
+21
44 45
46
47 48