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
1401
$13K ﹤0.01%
1,897
+735
1402
$13K ﹤0.01%
87
-15
1403
$12.9K ﹤0.01%
566
-484
1404
$12.9K ﹤0.01%
63
+1
1405
$12.9K ﹤0.01%
+325
1406
$12.9K ﹤0.01%
1,159
+261
1407
$12.8K ﹤0.01%
36
+3
1408
$12.8K ﹤0.01%
397
+359
1409
$12.8K ﹤0.01%
495
+51
1410
$12.7K ﹤0.01%
444
+228
1411
$12.7K ﹤0.01%
259
+8
1412
$12.7K ﹤0.01%
102
+13
1413
$12.7K ﹤0.01%
431
1414
$12.6K ﹤0.01%
326
-82
1415
$12.6K ﹤0.01%
283
+115
1416
$12.6K ﹤0.01%
594
+551
1417
$12.6K ﹤0.01%
455
+24
1418
$12.6K ﹤0.01%
102
-14
1419
$12.6K ﹤0.01%
1,714
1420
$12.5K ﹤0.01%
842
-149
1421
$12.5K ﹤0.01%
163
1422
$12.5K ﹤0.01%
958
1423
$12.5K ﹤0.01%
1,241
+813
1424
$12.5K ﹤0.01%
105
-81
1425
$12.5K ﹤0.01%
1,935
55 56
57
58 59