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
1201
$15.4K ﹤0.01%
223
+53
1202
$15.4K ﹤0.01%
316
+60
1203
$15.3K ﹤0.01%
55
-36
1204
$15.3K ﹤0.01%
414
1205
$15.3K ﹤0.01%
5,000
1206
$15.3K ﹤0.01%
268
-49
1207
$15.3K ﹤0.01%
180
+128
1208
$15.3K ﹤0.01%
+165
1209
$15.2K ﹤0.01%
96
-20
1210
$15.2K ﹤0.01%
209
-120
1211
$15.2K ﹤0.01%
196
+6
1212
$15.2K ﹤0.01%
243
-90
1213
$15.2K ﹤0.01%
595
+554
1214
$15.2K ﹤0.01%
385
-104
1215
$15.1K ﹤0.01%
166
-237
1216
$15.1K ﹤0.01%
1,335
+555
1217
$15.1K ﹤0.01%
231
+104
1218
$15.1K ﹤0.01%
4,435
+640
1219
$15K ﹤0.01%
268
+86
1220
$15K ﹤0.01%
6,204
-206
1221
$15K ﹤0.01%
102
-139
1222
$15K ﹤0.01%
292
+195
1223
$15K ﹤0.01%
580
-19,849
1224
$14.9K ﹤0.01%
546
1225
$14.8K ﹤0.01%
286
+14
47 48
49
50 51