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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.12%
5,206
-277
102
$1.33M 0.12%
5,618
+374
103
$1.32M 0.12%
8,846
+3,010
104
$1.3M 0.12%
15,930
-4,403
105
$1.29M 0.12%
1,998
-1,454
106
$1.27M 0.12%
7,510
+474
107
$1.24M 0.12%
14,132
+336
108
$1.23M 0.12%
6,191
+334
109
$1.23M 0.12%
36,800
-81
110
$1.23M 0.12%
20,674
+476
111
$1.23M 0.12%
19,564
+2,164
112
$1.22M 0.12%
2
+1
113
$1.22M 0.11%
27,896
114
$1.22M 0.11%
1,159
+40
115
$1.21M 0.11%
31,919
+10,390
116
$1.19M 0.11%
2,722
+108
117
$1.18M 0.11%
5,186
+373
118
$1.11M 0.1%
29,962
+5,489
119
$1.1M 0.1%
5,304
-658
120
$1.1M 0.1%
26,647
-3,160
121
$1.09M 0.1%
1,386
-140
122
$1.08M 0.1%
6,148
+281
123
$1.07M 0.1%
2,779
-149
124
$1.07M 0.1%
1,363
+43
125
$1.07M 0.1%
5,865
3 4
5
6 7