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
1351
$16.7K ﹤0.01%
157
+4
1352
$16.6K ﹤0.01%
451
+273
1353
$16.5K ﹤0.01%
155
+75
1354
$16.4K ﹤0.01%
752
+159
1355
$16.4K ﹤0.01%
1,062
+412
1356
$16.4K ﹤0.01%
247
+66
1357
$16.3K ﹤0.01%
320
+28
1358
$16.3K ﹤0.01%
611
+67
1359
$16.2K ﹤0.01%
+185
1360
$16.2K ﹤0.01%
309
-294
1361
$16.2K ﹤0.01%
221
+74
1362
$16.2K ﹤0.01%
562
+141
1363
$16.2K ﹤0.01%
1,157
+29
1364
$16.2K ﹤0.01%
2,332
+1,057
1365
$16.1K ﹤0.01%
776
1366
$16.1K ﹤0.01%
299
+269
1367
$16.1K ﹤0.01%
738
+19
1368
$16.1K ﹤0.01%
180
+14
1369
$16.1K ﹤0.01%
74
-5
1370
$16.1K ﹤0.01%
365
+3
1371
$16.1K ﹤0.01%
8,735
-8,851
1372
$16K ﹤0.01%
112
+48
1373
$16K ﹤0.01%
291
+164
1374
$16K ﹤0.01%
78
+17
1375
$16K ﹤0.01%
779
-23
53 54
55
56 57