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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$17.4K ﹤0.01%
940
-58
1327
$17.3K ﹤0.01%
219
+93
1328
$17.3K ﹤0.01%
73
-27
1329
$17.3K ﹤0.01%
302
-102
1330
$17.2K ﹤0.01%
491
+29
1331
$17.2K ﹤0.01%
586
+37
1332
$17.2K ﹤0.01%
1,057
+455
1333
$17.1K ﹤0.01%
704
+195
1334
$17.1K ﹤0.01%
42
+28
1335
$17.1K ﹤0.01%
71
+8
1336
$17.1K ﹤0.01%
484
-80
1337
$17K ﹤0.01%
802
+2
1338
$17K ﹤0.01%
6,138
-2,418
1339
$17K ﹤0.01%
182
+3
1340
$16.9K ﹤0.01%
209
1341
$16.9K ﹤0.01%
412
1342
$16.9K ﹤0.01%
205
+83
1343
$16.8K ﹤0.01%
500
1344
$16.8K ﹤0.01%
896
+350
1345
$16.8K ﹤0.01%
1,247
+962
1346
$16.8K ﹤0.01%
271
1347
$16.8K ﹤0.01%
318
+52
1348
$16.8K ﹤0.01%
173
+89
1349
$16.7K ﹤0.01%
279
1350
$16.7K ﹤0.01%
194
+16
52 53
54
55 56