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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$19.2K ﹤0.01%
759
+31
1202
$19.1K ﹤0.01%
812
-99
1203
$19K ﹤0.01%
325
1204
$18.9K ﹤0.01%
221
-75
1205
$18.9K ﹤0.01%
366
+104
1206
$18.9K ﹤0.01%
221
-26
1207
$18.8K ﹤0.01%
982
+506
1208
$18.7K ﹤0.01%
1,008
+3
1209
$18.7K ﹤0.01%
350
+138
1210
$18.6K ﹤0.01%
212
1211
$18.6K ﹤0.01%
332
1212
$18.6K ﹤0.01%
966
-503
1213
$18.6K ﹤0.01%
200
1214
$18.6K ﹤0.01%
45
-189
1215
$18.5K ﹤0.01%
625
+416
1216
$18.5K ﹤0.01%
+785
1217
$18.5K ﹤0.01%
801
+262
1218
$18.5K ﹤0.01%
110
1219
$18.4K ﹤0.01%
605
+380
1220
$18.4K ﹤0.01%
324
+15
1221
$18.4K ﹤0.01%
3,319
+3,215
1222
$18.4K ﹤0.01%
717
1223
$18.3K ﹤0.01%
41
+29
1224
$18.3K ﹤0.01%
1,336
-470
1225
$18.3K ﹤0.01%
933
+720
47 48
49
50 51