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
1276
$13K ﹤0.01%
897
+400
1277
$13K ﹤0.01%
133
+13
1278
$13K ﹤0.01%
646
+25
1279
$12.9K ﹤0.01%
529
-96
1280
$12.9K ﹤0.01%
888
+14
1281
$12.9K ﹤0.01%
586
+10
1282
$12.9K ﹤0.01%
276
1283
$12.8K ﹤0.01%
248
-102
1284
$12.8K ﹤0.01%
305
+39
1285
$12.7K ﹤0.01%
1,185
+144
1286
$12.7K ﹤0.01%
200
1287
$12.7K ﹤0.01%
160
+8
1288
$12.7K ﹤0.01%
113
+59
1289
$12.7K ﹤0.01%
469
+12
1290
$12.6K ﹤0.01%
54
-6
1291
$12.6K ﹤0.01%
57
+19
1292
$12.6K ﹤0.01%
366
+64
1293
$12.6K ﹤0.01%
280
-17
1294
$12.6K ﹤0.01%
282
+9
1295
$12.6K ﹤0.01%
1,534
-386
1296
$12.6K ﹤0.01%
444
-70
1297
$12.5K ﹤0.01%
40
1298
$12.5K ﹤0.01%
5,895
+356
1299
$12.5K ﹤0.01%
537
1300
$12.5K ﹤0.01%
546
50 51
52
53 54