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
$250M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Sells

1 +$980K
2 +$602K
3 +$589K
4
WFC icon
Wells Fargo
WFC
+$253K
5
MNST icon
Monster Beverage
MNST
+$245K

Sector Composition

1 Technology 8.08%
2 Financials 5.53%
3 Healthcare 4.99%
4 Consumer Discretionary 3.13%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$1K ﹤0.01%
27
1327
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35
1328
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+340
1334
$1K ﹤0.01%
5,000
1335
$1K ﹤0.01%
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1336
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1337
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+128
1338
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6,500
1340
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1347
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1348
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1349
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44
1350
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105
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