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
1126
$22.2K ﹤0.01%
104
+53
1127
$22.2K ﹤0.01%
814
-160
1128
$22.1K ﹤0.01%
627
1129
$22K ﹤0.01%
225
+141
1130
$21.9K ﹤0.01%
353
+64
1131
$21.8K ﹤0.01%
203
-4
1132
$21.8K ﹤0.01%
391
-193
1133
$21.7K ﹤0.01%
1,020
-56
1134
$21.7K ﹤0.01%
615
+462
1135
$21.6K ﹤0.01%
2,003
-1,260
1136
$21.6K ﹤0.01%
3,737
-125
1137
$21.6K ﹤0.01%
101
1138
$21.6K ﹤0.01%
964
+344
1139
$21.5K ﹤0.01%
362
+54
1140
$21.5K ﹤0.01%
154
+131
1141
$21.5K ﹤0.01%
700
-300
1142
$21.4K ﹤0.01%
317
+2
1143
$21.4K ﹤0.01%
197
-7
1144
$21.3K ﹤0.01%
503
+371
1145
$21.2K ﹤0.01%
2,613
+1,079
1146
$21.2K ﹤0.01%
113
-23
1147
$21.2K ﹤0.01%
742
+142
1148
$21.2K ﹤0.01%
324
1149
$21.1K ﹤0.01%
235
1150
$21K ﹤0.01%
117
+62
44 45
46
47 48