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
$939M
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,946
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$3.91M
3 +$2.69M
4
NVDA icon
NVIDIA
NVDA
+$2.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.33M

Sector Composition

1 Financials 16.18%
2 Technology 15.31%
3 Healthcare 6.27%
4 Consumer Discretionary 3.61%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$12.1K ﹤0.01%
621
+15
1352
$12.1K ﹤0.01%
610
+84
1353
$12.1K ﹤0.01%
460
+31
1354
$12.1K ﹤0.01%
159
1355
$12K ﹤0.01%
102
+7
1356
$11.9K ﹤0.01%
214
+12
1357
$11.9K ﹤0.01%
298
-5
1358
$11.9K ﹤0.01%
364
+172
1359
$11.9K ﹤0.01%
106
+6
1360
$11.9K ﹤0.01%
350
+343
1361
$11.9K ﹤0.01%
232
1362
$11.9K ﹤0.01%
695
-312
1363
$11.9K ﹤0.01%
376
1364
$11.8K ﹤0.01%
378
+86
1365
$11.8K ﹤0.01%
212
1366
$11.8K ﹤0.01%
295
1367
$11.8K ﹤0.01%
60
+47
1368
$11.7K ﹤0.01%
416
1369
$11.7K ﹤0.01%
1,138
+967
1370
$11.7K ﹤0.01%
100
1371
$11.6K ﹤0.01%
1,119
-605
1372
$11.6K ﹤0.01%
1,734
1373
$11.6K ﹤0.01%
184
+13
1374
$11.6K ﹤0.01%
739
1375
$11.6K ﹤0.01%
439