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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.01M
3 +$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1 +$7.45M
2 +$1.86M
3 +$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$15.1K ﹤0.01%
141
+6
1202
$15.1K ﹤0.01%
677
+1
1203
$15.1K ﹤0.01%
387
1204
$15.1K ﹤0.01%
426
+13
1205
$15K ﹤0.01%
255
-5
1206
$15K ﹤0.01%
+66
1207
$14.9K ﹤0.01%
180
1208
$14.8K ﹤0.01%
207
-1
1209
$14.8K ﹤0.01%
533
+20
1210
$14.7K ﹤0.01%
203
-85
1211
$14.7K ﹤0.01%
+275
1212
$14.7K ﹤0.01%
364
+36
1213
$14.7K ﹤0.01%
3,228
1214
$14.7K ﹤0.01%
97
-3
1215
$14.7K ﹤0.01%
1,806
+536
1216
$14.7K ﹤0.01%
1,339
+146
1217
$14.6K ﹤0.01%
279
1218
$14.6K ﹤0.01%
209
1219
$14.6K ﹤0.01%
4,930
+586
1220
$14.6K ﹤0.01%
687
1221
$14.5K ﹤0.01%
202
-1
1222
$14.5K ﹤0.01%
1,159
-231
1223
$14.4K ﹤0.01%
135
+8
1224
$14.4K ﹤0.01%
284
+28
1225
$14.3K ﹤0.01%
167
-218