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
1226
$14.8K ﹤0.01%
993
+6
1227
$14.7K ﹤0.01%
723
+80
1228
$14.7K ﹤0.01%
168
-1
1229
$14.7K ﹤0.01%
+61
1230
$14.7K ﹤0.01%
1,510
+564
1231
$14.7K ﹤0.01%
1,635
-2,146
1232
$14.7K ﹤0.01%
713
-1,231
1233
$14.6K ﹤0.01%
1,734
1234
$14.6K ﹤0.01%
76
-74
1235
$14.6K ﹤0.01%
1,442
+56
1236
$14.6K ﹤0.01%
282
-16
1237
$14.5K ﹤0.01%
576
+102
1238
$14.5K ﹤0.01%
172
+154
1239
$14.5K ﹤0.01%
139
1240
$14.5K ﹤0.01%
2,006
-42
1241
$14.5K ﹤0.01%
1,037
-356
1242
$14.4K ﹤0.01%
1,789
+1,478
1243
$14.4K ﹤0.01%
312
+141
1244
$14.3K ﹤0.01%
209
+14
1245
$14.3K ﹤0.01%
611
+598
1246
$14.3K ﹤0.01%
341
+307
1247
$14.3K ﹤0.01%
641
-265
1248
$14.2K ﹤0.01%
1,094
+657
1249
$14.2K ﹤0.01%
509
-71
1250
$14.2K ﹤0.01%
639
+168
48 49
50
51 52