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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$23.6K ﹤0.01%
204
+41
1152
$23.6K ﹤0.01%
114
1153
$23.5K ﹤0.01%
440
+14
1154
$23.5K ﹤0.01%
952
-7
1155
$23.5K ﹤0.01%
758
+376
1156
$23.5K ﹤0.01%
212
-32
1157
$23.4K ﹤0.01%
366
+5
1158
$23.2K ﹤0.01%
1,350
+348
1159
$23.2K ﹤0.01%
1,713
+498
1160
$23.1K ﹤0.01%
5,673
+233
1161
$23.1K ﹤0.01%
243
+29
1162
$22.9K ﹤0.01%
324
1163
$22.9K ﹤0.01%
335
-53
1164
$22.9K ﹤0.01%
1,155
+176
1165
$22.9K ﹤0.01%
234
+99
1166
$22.9K ﹤0.01%
278
-36
1167
$22.9K ﹤0.01%
316
+117
1168
$22.9K ﹤0.01%
1,256
+8
1169
$22.8K ﹤0.01%
924
+237
1170
$22.8K ﹤0.01%
616
-354
1171
$22.7K ﹤0.01%
101
1172
$22.7K ﹤0.01%
5,306
-2,303
1173
$22.7K ﹤0.01%
132
-67
1174
$22.6K ﹤0.01%
1,020
1175
$22.6K ﹤0.01%
261
-192
45 46
47
48 49