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
1251
$14.2K ﹤0.01%
1,178
+1,038
1252
$14.2K ﹤0.01%
155
-85
1253
$14.1K ﹤0.01%
349
-56
1254
$14.1K ﹤0.01%
208
+69
1255
$14K ﹤0.01%
1,230
1256
$14K ﹤0.01%
231
+148
1257
$14K ﹤0.01%
109
+55
1258
$14K ﹤0.01%
117
+28
1259
$13.9K ﹤0.01%
281
+124
1260
$13.9K ﹤0.01%
63
+46
1261
$13.9K ﹤0.01%
855
+691
1262
$13.8K ﹤0.01%
303
+142
1263
$13.8K ﹤0.01%
359
+225
1264
$13.8K ﹤0.01%
532
+349
1265
$13.8K ﹤0.01%
880
1266
$13.8K ﹤0.01%
327
+3
1267
$13.8K ﹤0.01%
1,109
-204
1268
$13.8K ﹤0.01%
521
1269
$13.7K ﹤0.01%
770
+623
1270
$13.7K ﹤0.01%
103
1271
$13.7K ﹤0.01%
+182,369
1272
$13.7K ﹤0.01%
133
+52
1273
$13.6K ﹤0.01%
602
+290
1274
$13.6K ﹤0.01%
809
-78
1275
$13.6K ﹤0.01%
+232
49 50
51
52 53