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
1401
$10.3K ﹤0.01%
667
+468
1402
$10.3K ﹤0.01%
262
+6
1403
$10.3K ﹤0.01%
621
+15
1404
$10.3K ﹤0.01%
270
1405
$10.2K ﹤0.01%
137
-26
1406
$10.2K ﹤0.01%
513
+487
1407
$10.2K ﹤0.01%
2,725
+1,894
1408
$10.2K ﹤0.01%
+431
1409
$10.2K ﹤0.01%
71
1410
$10.2K ﹤0.01%
146
-17
1411
$10.1K ﹤0.01%
238
+38
1412
$10.1K ﹤0.01%
189
1413
$10.1K ﹤0.01%
1,031
1414
$10.1K ﹤0.01%
1,230
+154
1415
$10.1K ﹤0.01%
51
+4
1416
$10.1K ﹤0.01%
262
+81
1417
$10.1K ﹤0.01%
52
+1
1418
$10.1K ﹤0.01%
266
+254
1419
$10K ﹤0.01%
134
+65
1420
$9.99K ﹤0.01%
+431
1421
$9.99K ﹤0.01%
+102
1422
$9.95K ﹤0.01%
2,710
+108
1423
$9.93K ﹤0.01%
+1,026
1424
$9.91K ﹤0.01%
179
+10
1425
$9.86K ﹤0.01%
132
+3
55 56
57
58 59