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
1151
$16.8K ﹤0.01%
2,058
+1,495
1152
$16.8K ﹤0.01%
562
+529
1153
$16.7K ﹤0.01%
119
1154
$16.7K ﹤0.01%
221
+107
1155
$16.7K ﹤0.01%
432
1156
$16.7K ﹤0.01%
729
-351
1157
$16.7K ﹤0.01%
344
+232
1158
$16.7K ﹤0.01%
236
1159
$16.7K ﹤0.01%
590
+100
1160
$16.6K ﹤0.01%
55
+44
1161
$16.6K ﹤0.01%
331
-210
1162
$16.6K ﹤0.01%
2,276
1163
$16.5K ﹤0.01%
590
+278
1164
$16.5K ﹤0.01%
153
+110
1165
$16.5K ﹤0.01%
+150
1166
$16.4K ﹤0.01%
81
+68
1167
$16.4K ﹤0.01%
573
+455
1168
$16.2K ﹤0.01%
717
-147
1169
$16.2K ﹤0.01%
1,324
+822
1170
$16.2K ﹤0.01%
+150
1171
$16.1K ﹤0.01%
+97
1172
$16.1K ﹤0.01%
304
-181
1173
$16.1K ﹤0.01%
696
+59
1174
$16.1K ﹤0.01%
1,065
+10
1175
$16K ﹤0.01%
373
+367