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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$14.3K ﹤0.01%
9,454
+2,510
1227
$14.3K ﹤0.01%
230
-62
1228
$14.3K ﹤0.01%
677
-803
1229
$14.3K ﹤0.01%
88
+37
1230
$14.2K ﹤0.01%
508
+130
1231
$14.2K ﹤0.01%
1,504
+153
1232
$14.2K ﹤0.01%
8,857
-2,023
1233
$14.1K ﹤0.01%
412
+337
1234
$14.1K ﹤0.01%
461
-1,233
1235
$14.1K ﹤0.01%
408
1236
$14.1K ﹤0.01%
+1,082
1237
$14.1K ﹤0.01%
748
-170
1238
$14.1K ﹤0.01%
817
-17
1239
$14K ﹤0.01%
354
+69
1240
$14K ﹤0.01%
368
+32
1241
$14K ﹤0.01%
69
-2
1242
$14K ﹤0.01%
1,170
+108
1243
$14K ﹤0.01%
308
-38
1244
$13.9K ﹤0.01%
658
-10,775
1245
$13.9K ﹤0.01%
423
+356
1246
$13.9K ﹤0.01%
308
+16
1247
$13.8K ﹤0.01%
521
+102
1248
$13.8K ﹤0.01%
750
+63
1249
$13.8K ﹤0.01%
343
+257
1250
$13.7K ﹤0.01%
139
48 49
50
51 52