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
1226
$18.3K ﹤0.01%
861
-13
1227
$18.3K ﹤0.01%
672
+323
1228
$18.3K ﹤0.01%
496
+265
1229
$18.2K ﹤0.01%
135
+45
1230
$18.2K ﹤0.01%
197
+17
1231
$18.2K ﹤0.01%
126
-101
1232
$18.2K ﹤0.01%
304
+155
1233
$18.2K ﹤0.01%
181
+70
1234
$18.2K ﹤0.01%
934
-409
1235
$18.1K ﹤0.01%
58
+32
1236
$17.9K ﹤0.01%
186
+83
1237
$17.9K ﹤0.01%
79
+48
1238
$17.9K ﹤0.01%
382
+180
1239
$17.9K ﹤0.01%
607
-170
1240
$17.8K ﹤0.01%
600
+267
1241
$17.8K ﹤0.01%
3,283
+573
1242
$17.8K ﹤0.01%
54
+1
1243
$17.8K ﹤0.01%
55
+39
1244
$17.8K ﹤0.01%
651
+201
1245
$17.7K ﹤0.01%
983
+552
1246
$17.7K ﹤0.01%
530
+215
1247
$17.7K ﹤0.01%
163
-3
1248
$17.7K ﹤0.01%
37
+20
1249
$17.6K ﹤0.01%
476
-78
1250
$17.6K ﹤0.01%
1,624
-1,423
48 49
50
51 52