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
1376
$10.7K ﹤0.01%
203
+13
1377
$10.7K ﹤0.01%
139
1378
$10.7K ﹤0.01%
160
1379
$10.7K ﹤0.01%
148
-11
1380
$10.6K ﹤0.01%
195
+185
1381
$10.6K ﹤0.01%
343
1382
$10.6K ﹤0.01%
847
-565
1383
$10.6K ﹤0.01%
165
-33
1384
$10.6K ﹤0.01%
100
1385
$10.6K ﹤0.01%
609
+29
1386
$10.6K ﹤0.01%
376
+320
1387
$10.6K ﹤0.01%
62
+8
1388
$10.6K ﹤0.01%
1,109
+88
1389
$10.5K ﹤0.01%
639
+309
1390
$10.5K ﹤0.01%
100
1391
$10.5K ﹤0.01%
121
+82
1392
$10.5K ﹤0.01%
570
+375
1393
$10.4K ﹤0.01%
90
+2
1394
$10.4K ﹤0.01%
1,057
+50
1395
$10.4K ﹤0.01%
201
1396
$10.4K ﹤0.01%
926
+85
1397
$10.4K ﹤0.01%
1,249
1398
$10.3K ﹤0.01%
251
+12
1399
$10.3K ﹤0.01%
+434
1400
$10.3K ﹤0.01%
215
+13
54 55
56
57 58