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
1151
$21K ﹤0.01%
1,814
+863
1152
$20.9K ﹤0.01%
692
+258
1153
$20.9K ﹤0.01%
4,285
+522
1154
$20.8K ﹤0.01%
488
+3
1155
$20.8K ﹤0.01%
+1,000
1156
$20.7K ﹤0.01%
724
1157
$20.7K ﹤0.01%
340
1158
$20.7K ﹤0.01%
235
-7
1159
$20.6K ﹤0.01%
279
+151
1160
$20.6K ﹤0.01%
3,440
-482
1161
$20.5K ﹤0.01%
844
+168
1162
$20.5K ﹤0.01%
+654
1163
$20.5K ﹤0.01%
370
+141
1164
$20.4K ﹤0.01%
184
-51
1165
$20.4K ﹤0.01%
244
+14
1166
$20.4K ﹤0.01%
99
+47
1167
$20.4K ﹤0.01%
1,144
+163
1168
$20.3K ﹤0.01%
687
1169
$20.3K ﹤0.01%
383
+87
1170
$20.1K ﹤0.01%
2,393
-956
1171
$20.1K ﹤0.01%
+213
1172
$20.1K ﹤0.01%
550
-663
1173
$20K ﹤0.01%
210
-4
1174
$19.9K ﹤0.01%
510
-3,036
1175
$19.9K ﹤0.01%
236
45 46
47
48 49