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
1376
$13.7K ﹤0.01%
93
+5
1377
$13.7K ﹤0.01%
1,202
+17
1378
$13.6K ﹤0.01%
400
+35
1379
$13.6K ﹤0.01%
991
+306
1380
$13.6K ﹤0.01%
333
+103
1381
$13.4K ﹤0.01%
+200
1382
$13.4K ﹤0.01%
199
-4
1383
$13.4K ﹤0.01%
154
-89
1384
$13.4K ﹤0.01%
+793
1385
$13.4K ﹤0.01%
174
+70
1386
$13.4K ﹤0.01%
236
-46
1387
$13.4K ﹤0.01%
6,338
+443
1388
$13.4K ﹤0.01%
782
+393
1389
$13.4K ﹤0.01%
164
1390
$13.3K ﹤0.01%
1,109
1391
$13.3K ﹤0.01%
624
+177
1392
$13.3K ﹤0.01%
900
+380
1393
$13.2K ﹤0.01%
427
-111
1394
$13.2K ﹤0.01%
377
+263
1395
$13.2K ﹤0.01%
200
1396
$13.1K ﹤0.01%
1,149
+875
1397
$13.1K ﹤0.01%
273
-91
1398
$13K ﹤0.01%
510
+327
1399
$13K ﹤0.01%
301
+12
1400
$13K ﹤0.01%
451
-1,128
54 55
56
57 58