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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$14.4K ﹤0.01%
280
-96
1352
$14.4K ﹤0.01%
521
+492
1353
$14.3K ﹤0.01%
616
-44
1354
$14.3K ﹤0.01%
163
+98
1355
$14.3K ﹤0.01%
747
+98
1356
$14.3K ﹤0.01%
502
-168
1357
$14.3K ﹤0.01%
173
+73
1358
$14.2K ﹤0.01%
387
1359
$14.2K ﹤0.01%
139
1360
$14.1K ﹤0.01%
5,084
+2,088
1361
$14.1K ﹤0.01%
186
-42
1362
$14K ﹤0.01%
+573
1363
$13.9K ﹤0.01%
105
+31
1364
$13.9K ﹤0.01%
376
+206
1365
$13.9K ﹤0.01%
490
-170
1366
$13.9K ﹤0.01%
646
+407
1367
$13.9K ﹤0.01%
171
-125
1368
$13.8K ﹤0.01%
55
+30
1369
$13.8K ﹤0.01%
265
-40
1370
$13.8K ﹤0.01%
86
-5
1371
$13.8K ﹤0.01%
870
+273
1372
$13.7K ﹤0.01%
525
+36
1373
$13.7K ﹤0.01%
270
1374
$13.7K ﹤0.01%
219
+63
1375
$13.7K ﹤0.01%
79
-5
53 54
55
56 57