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
1151
$16.6K ﹤0.01%
941
+6
1152
$16.5K ﹤0.01%
6,920
-470
1153
$16.5K ﹤0.01%
1,184
-77
1154
$16.5K ﹤0.01%
12,501
-1
1155
$16.5K ﹤0.01%
585
+48
1156
$16.5K ﹤0.01%
84
-48
1157
$16.4K ﹤0.01%
496
-13
1158
$16.4K ﹤0.01%
590
1159
$16.4K ﹤0.01%
1,701
+243
1160
$16.4K ﹤0.01%
110
1161
$16.4K ﹤0.01%
274
-8
1162
$16.3K ﹤0.01%
166
+8
1163
$16.3K ﹤0.01%
243
+104
1164
$16.3K ﹤0.01%
5,200
+1,238
1165
$16.3K ﹤0.01%
175
-75
1166
$16.3K ﹤0.01%
625
-8
1167
$16.2K ﹤0.01%
163
-9
1168
$16.2K ﹤0.01%
393
1169
$16.2K ﹤0.01%
275
+80
1170
$16.1K ﹤0.01%
879
+186
1171
$16.1K ﹤0.01%
282
-59
1172
$16.1K ﹤0.01%
600
+119
1173
$16.1K ﹤0.01%
6,096
-81
1174
$16.1K ﹤0.01%
148
+7
1175
$16K ﹤0.01%
447
+154
45 46
47
48 49