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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$10.7K ﹤0.01%
289
+1
1402
$10.6K ﹤0.01%
403
+49
1403
$10.6K ﹤0.01%
83
+2
1404
$10.6K ﹤0.01%
207
-3
1405
$10.6K ﹤0.01%
508
+5
1406
$10.6K ﹤0.01%
1,041
+60
1407
$10.5K ﹤0.01%
230
+99
1408
$10.5K ﹤0.01%
226
+164
1409
$10.5K ﹤0.01%
554
+91
1410
$10.5K ﹤0.01%
982
+162
1411
$10.5K ﹤0.01%
133
+88
1412
$10.4K ﹤0.01%
152
1413
$10.4K ﹤0.01%
526
+5
1414
$10.4K ﹤0.01%
176
-85
1415
$10.4K ﹤0.01%
490
+89
1416
$10.3K ﹤0.01%
518
-227
1417
$10.3K ﹤0.01%
325
+40
1418
$10.3K ﹤0.01%
144
+55
1419
$10.3K ﹤0.01%
+957
1420
$10.2K ﹤0.01%
145
-68
1421
$10.2K ﹤0.01%
343
1422
$10.2K ﹤0.01%
231
-294
1423
$10.2K ﹤0.01%
602
+489
1424
$10.2K ﹤0.01%
62
+20
1425
$10.1K ﹤0.01%
72
-72
55 56
57
58 59