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
$363M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,924
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$547K
3 +$389K
4
CUE icon
Cue Biopharma
CUE
+$301K
5
ATHA icon
Athira Pharma
ATHA
+$288K

Top Sells

1 +$1.52M
2 +$770K
3 +$503K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K
5
AMD icon
Advanced Micro Devices
AMD
+$371K

Sector Composition

1 Financials 13.45%
2 Technology 11.55%
3 Healthcare 3.7%
4 Consumer Discretionary 3.33%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$4K ﹤0.01%
41
1202
$4K ﹤0.01%
103
+7
1203
$4K ﹤0.01%
270
1204
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102
1205
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645
1206
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121
1207
$4K ﹤0.01%
+1,011
1208
$4K ﹤0.01%
71
+10
1209
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1
1210
$4K ﹤0.01%
+121
1211
$4K ﹤0.01%
286
1212
$4K ﹤0.01%
2,337
1213
$4K ﹤0.01%
+350
1214
$4K ﹤0.01%
104
1215
$4K ﹤0.01%
231
1216
$4K ﹤0.01%
+254
1217
$4K ﹤0.01%
64
+11
1218
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1219
$4K ﹤0.01%
199
1220
$4K ﹤0.01%
116
1221
$4K ﹤0.01%
757
1222
$4K ﹤0.01%
46
-5
1223
$4K ﹤0.01%
367
1224
$4K ﹤0.01%
142
1225
$4K ﹤0.01%
29