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
101
$1.22M 0.15%
19,227
+5,234
102
$1.2M 0.15%
3,458
-33
103
$1.16M 0.14%
10,519
+2,876
104
$1.16M 0.14%
5,776
-110
105
$1.15M 0.14%
9,590
+1,152
106
$1.12M 0.14%
15,292
-2,086
107
$1.11M 0.14%
3,701
-58
108
$1.09M 0.13%
10,814
+1,140
109
$1.09M 0.13%
7,331
-397
110
$1.07M 0.13%
6,158
-435
111
$1.06M 0.13%
8,203
-2
112
$1.05M 0.13%
1,920
+68
113
$1.03M 0.13%
21,873
+738
114
$1.01M 0.13%
4,312
-1,390
115
$1.01M 0.12%
30,634
116
$998K 0.12%
8,103
-1,857
117
$996K 0.12%
4,156
+297
118
$988K 0.12%
9,779
+5,443
119
$983K 0.12%
2,921
+228
120
$980K 0.12%
2,147
-57
121
$968K 0.12%
8,030
122
$966K 0.12%
8,927
123
$953K 0.12%
24,067
124
$937K 0.12%
2
+1
125
$901K 0.11%
3,771
+286
3 4
5
6 7