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
1301
$12.8K ﹤0.01%
561
+238
1302
$12.8K ﹤0.01%
286
1303
$12.8K ﹤0.01%
384
-224
1304
$12.8K ﹤0.01%
155
+76
1305
$12.8K ﹤0.01%
562
+228
1306
$12.8K ﹤0.01%
106
+15
1307
$12.7K ﹤0.01%
498
+484
1308
$12.7K ﹤0.01%
1,223
-587
1309
$12.6K ﹤0.01%
440
-255
1310
$12.6K ﹤0.01%
1,160
-111
1311
$12.6K ﹤0.01%
253
+224
1312
$12.6K ﹤0.01%
441
+140
1313
$12.6K ﹤0.01%
12,215
-229
1314
$12.6K ﹤0.01%
152
-228
1315
$12.5K ﹤0.01%
219
+140
1316
$12.5K ﹤0.01%
2,243
+2,106
1317
$12.5K ﹤0.01%
261
+124
1318
$12.4K ﹤0.01%
2,382
+125
1319
$12.4K ﹤0.01%
582
1320
$12.4K ﹤0.01%
323
+93
1321
$12.4K ﹤0.01%
192
+146
1322
$12.4K ﹤0.01%
1,000
1323
$12.4K ﹤0.01%
365
+145
1324
$12.3K ﹤0.01%
420
-325
1325
$12.3K ﹤0.01%
333
-448
51 52
53
54 55