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
1376
$16K ﹤0.01%
59
+9
1377
$16K ﹤0.01%
322
+48
1378
$15.9K ﹤0.01%
156
+58
1379
$15.9K ﹤0.01%
302
+153
1380
$15.9K ﹤0.01%
354
+77
1381
$15.8K ﹤0.01%
2,469
+1,028
1382
$15.8K ﹤0.01%
440
+411
1383
$15.7K ﹤0.01%
967
+384
1384
$15.7K ﹤0.01%
1,389
+50
1385
$15.7K ﹤0.01%
395
1386
$15.7K ﹤0.01%
523
+180
1387
$15.7K ﹤0.01%
196
+42
1388
$15.7K ﹤0.01%
265
-346
1389
$15.6K ﹤0.01%
64
+62
1390
$15.6K ﹤0.01%
51
+18
1391
$15.6K ﹤0.01%
1,298
+315
1392
$15.5K ﹤0.01%
398
+145
1393
$15.5K ﹤0.01%
273
1394
$15.5K ﹤0.01%
51
+1
1395
$15.5K ﹤0.01%
393
+16
1396
$15.5K ﹤0.01%
3,100
1397
$15.4K ﹤0.01%
257
-11
1398
$15.4K ﹤0.01%
52
1399
$15.3K ﹤0.01%
1,576
+1,389
1400
$15.3K ﹤0.01%
205
+6
54 55
56
57 58