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
101
$1.24M 0.12%
4,537
-408
102
$1.22M 0.12%
80,662
+42,700
103
$1.16M 0.12%
28,313
-959
104
$1.15M 0.12%
4,579
+10
105
$1.13M 0.11%
3,895
+64
106
$1.12M 0.11%
4,832
-426
107
$1.11M 0.11%
29,528
+3,962
108
$1.11M 0.11%
11,112
+82
109
$1.11M 0.11%
37,850
+5,159
110
$1.1M 0.11%
15,940
-1,708
111
$1.09M 0.11%
12,785
+220
112
$1.09M 0.11%
3,095
+259
113
$1.06M 0.11%
2,577
+380
114
$1.06M 0.11%
10,175
+844
115
$1.06M 0.11%
5,865
-2,017
116
$1.05M 0.1%
6,022
117
$1.03M 0.1%
7,008
+580
118
$1.02M 0.1%
9,887
-180
119
$1.02M 0.1%
20,150
+150
120
$1.02M 0.1%
4,320
-547
121
$1.01M 0.1%
20,503
+592
122
$997K 0.1%
8,927
123
$994K 0.1%
9,029
+1,000
124
$986K 0.1%
25,000
+7,500
125
$982K 0.1%
19,543
+171
3 4
5
6 7