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
1326
$11.8K ﹤0.01%
940
1327
$11.8K ﹤0.01%
858
-627
1328
$11.8K ﹤0.01%
797
+36
1329
$11.7K ﹤0.01%
90
+6
1330
$11.7K ﹤0.01%
289
1331
$11.7K ﹤0.01%
413
+61
1332
$11.6K ﹤0.01%
111
1333
$11.6K ﹤0.01%
1,529
+657
1334
$11.6K ﹤0.01%
900
1335
$11.6K ﹤0.01%
767
-81
1336
$11.6K ﹤0.01%
289
1337
$11.5K ﹤0.01%
429
+136
1338
$11.5K ﹤0.01%
313
+66
1339
$11.5K ﹤0.01%
102
1340
$11.4K ﹤0.01%
150
+15
1341
$11.4K ﹤0.01%
860
-8
1342
$11.4K ﹤0.01%
436
+73
1343
$11.4K ﹤0.01%
85
1344
$11.4K ﹤0.01%
1,635
-34
1345
$11.3K ﹤0.01%
128
+10
1346
$11.3K ﹤0.01%
193
+9
1347
$11.3K ﹤0.01%
353
-13
1348
$11.3K ﹤0.01%
1,655
+31
1349
$11.3K ﹤0.01%
751
+451
1350
$11.3K ﹤0.01%
929
-55
52 53
54
55 56