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
1351
$11.8K ﹤0.01%
42
+13
1352
$11.8K ﹤0.01%
394
1353
$11.8K ﹤0.01%
335
+60
1354
$11.8K ﹤0.01%
1,105
-1,037
1355
$11.8K ﹤0.01%
135
+103
1356
$11.7K ﹤0.01%
690
-70
1357
$11.7K ﹤0.01%
265
-134
1358
$11.7K ﹤0.01%
153
-60
1359
$11.7K ﹤0.01%
+2,200
1360
$11.7K ﹤0.01%
1,714
+33
1361
$11.7K ﹤0.01%
198
+179
1362
$11.6K ﹤0.01%
1,480
+1,266
1363
$11.6K ﹤0.01%
496
+466
1364
$11.6K ﹤0.01%
29
+21
1365
$11.6K ﹤0.01%
414
+294
1366
$11.6K ﹤0.01%
457
+332
1367
$11.5K ﹤0.01%
177
-3
1368
$11.5K ﹤0.01%
3,658
+3,582
1369
$11.5K ﹤0.01%
4,297
+1,123
1370
$11.5K ﹤0.01%
133
+59
1371
$11.5K ﹤0.01%
395
+350
1372
$11.5K ﹤0.01%
3,056
1373
$11.4K ﹤0.01%
167
+39
1374
$11.4K ﹤0.01%
792
+764
1375
$11.4K ﹤0.01%
82
-28
53 54
55
56 57