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
1351
$11.3K ﹤0.01%
33
-1
1352
$11.3K ﹤0.01%
991
+189
1353
$11.3K ﹤0.01%
164
-8
1354
$11.2K ﹤0.01%
412
+136
1355
$11.1K ﹤0.01%
450
+61
1356
$11.1K ﹤0.01%
129
1357
$11.1K ﹤0.01%
443
1358
$11.1K ﹤0.01%
82
-7
1359
$11.1K ﹤0.01%
120
-6
1360
$11K ﹤0.01%
+346
1361
$11K ﹤0.01%
52
-189
1362
$11K ﹤0.01%
77
+10
1363
$11K ﹤0.01%
313
1364
$11K ﹤0.01%
808
+144
1365
$11K ﹤0.01%
56
+15
1366
$10.9K ﹤0.01%
1,001
1367
$10.9K ﹤0.01%
481
+16
1368
$10.9K ﹤0.01%
539
+31
1369
$10.8K ﹤0.01%
1,685
-2
1370
$10.8K ﹤0.01%
169
+39
1371
$10.8K ﹤0.01%
447
-88
1372
$10.8K ﹤0.01%
344
-173
1373
$10.8K ﹤0.01%
258
1374
$10.8K ﹤0.01%
27
1375
$10.8K ﹤0.01%
315
+17
53 54
55
56 57