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
$939M
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,946
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$3.91M
3 +$2.69M
4
NVDA icon
NVIDIA
NVDA
+$2.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.33M

Sector Composition

1 Financials 16.18%
2 Technology 15.31%
3 Healthcare 6.27%
4 Consumer Discretionary 3.61%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$11K ﹤0.01%
293
+119
1402
$11K ﹤0.01%
1,018
-940
1403
$10.9K ﹤0.01%
303
+80
1404
$10.9K ﹤0.01%
122
+33
1405
$10.9K ﹤0.01%
769
-51
1406
$10.9K ﹤0.01%
241
+17
1407
$10.9K ﹤0.01%
180
-3
1408
$10.9K ﹤0.01%
100
1409
$10.9K ﹤0.01%
292
1410
$10.8K ﹤0.01%
266
+14
1411
$10.8K ﹤0.01%
88
+83
1412
$10.8K ﹤0.01%
129
+99
1413
$10.8K ﹤0.01%
127
-8
1414
$10.7K ﹤0.01%
+357
1415
$10.7K ﹤0.01%
270
1416
$10.7K ﹤0.01%
457
+108
1417
$10.7K ﹤0.01%
2,468
-152
1418
$10.7K ﹤0.01%
68
+3
1419
$10.7K ﹤0.01%
201
1420
$10.7K ﹤0.01%
197
+171
1421
$10.7K ﹤0.01%
408
1422
$10.7K ﹤0.01%
112
1423
$10.7K ﹤0.01%
177
1424
$10.7K ﹤0.01%
166
1425
$10.6K ﹤0.01%
508