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
1176
$16K ﹤0.01%
776
+238
1177
$16K ﹤0.01%
99
+3
1178
$15.9K ﹤0.01%
550
+143
1179
$15.9K ﹤0.01%
312
+74
1180
$15.9K ﹤0.01%
431
+132
1181
$15.8K ﹤0.01%
313
1182
$15.8K ﹤0.01%
550
+336
1183
$15.8K ﹤0.01%
1,856
-1,144
1184
$15.8K ﹤0.01%
46
+8
1185
$15.7K ﹤0.01%
1,003
+978
1186
$15.7K ﹤0.01%
189
-52
1187
$15.7K ﹤0.01%
520
1188
$15.7K ﹤0.01%
693
+25
1189
$15.6K ﹤0.01%
268
+226
1190
$15.6K ﹤0.01%
3,085
-284
1191
$15.6K ﹤0.01%
1,063
-511
1192
$15.5K ﹤0.01%
298
-432
1193
$15.5K ﹤0.01%
46
+24
1194
$15.5K ﹤0.01%
584
-78
1195
$15.5K ﹤0.01%
735
-202
1196
$15.5K ﹤0.01%
158
-12
1197
$15.4K ﹤0.01%
110
1198
$15.4K ﹤0.01%
2,140
+1,626
1199
$15.4K ﹤0.01%
774
+421
1200
$15.4K ﹤0.01%
325
46 47
48
49 50