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
1226
$20.7K ﹤0.01%
1,050
+389
1227
$20.7K ﹤0.01%
500
+49
1228
$20.6K ﹤0.01%
511
+47
1229
$20.6K ﹤0.01%
984
1230
$20.6K ﹤0.01%
1,170
+101
1231
$20.4K ﹤0.01%
189
-76
1232
$20.4K ﹤0.01%
95
1233
$20.4K ﹤0.01%
41
1234
$20.3K ﹤0.01%
318
+83
1235
$20.3K ﹤0.01%
494
+263
1236
$20.2K ﹤0.01%
495
+50
1237
$20.2K ﹤0.01%
564
-259
1238
$20.2K ﹤0.01%
9,156
1239
$20.2K ﹤0.01%
176
+13
1240
$20.2K ﹤0.01%
2,113
+827
1241
$20.1K ﹤0.01%
1,696
+1,066
1242
$20.1K ﹤0.01%
2,565
+322
1243
$20K ﹤0.01%
2,151
-778
1244
$19.9K ﹤0.01%
758
+105
1245
$19.8K ﹤0.01%
2,140
+1,382
1246
$19.7K ﹤0.01%
8,586
-2,109
1247
$19.7K ﹤0.01%
359
+8
1248
$19.7K ﹤0.01%
455
-118
1249
$19.6K ﹤0.01%
376
+63
1250
$19.6K ﹤0.01%
702
-188
48 49
50
51 52