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
1301
$12.4K ﹤0.01%
1,378
+671
1302
$12.4K ﹤0.01%
296
+122
1303
$12.4K ﹤0.01%
489
+367
1304
$12.4K ﹤0.01%
1,856
+190
1305
$12.4K ﹤0.01%
2,068
+1,117
1306
$12.2K ﹤0.01%
72
-1
1307
$12.2K ﹤0.01%
114
+13
1308
$12.2K ﹤0.01%
163
+30
1309
$12.2K ﹤0.01%
286
1310
$12.2K ﹤0.01%
57
+2
1311
$12.1K ﹤0.01%
102
+4
1312
$12.1K ﹤0.01%
187
+29
1313
$12.1K ﹤0.01%
123
+11
1314
$12K ﹤0.01%
775
+287
1315
$12K ﹤0.01%
273
+10
1316
$12K ﹤0.01%
4,131
+60
1317
$11.9K ﹤0.01%
1,714
1318
$11.9K ﹤0.01%
690
1319
$11.9K ﹤0.01%
84
+6
1320
$11.9K ﹤0.01%
4,500
+1,500
1321
$11.9K ﹤0.01%
251
+10
1322
$11.9K ﹤0.01%
476
+159
1323
$11.9K ﹤0.01%
370
-20
1324
$11.9K ﹤0.01%
116
+31
1325
$11.9K ﹤0.01%
546
51 52
53
54 55