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
1401
$15.2K ﹤0.01%
459
+446
1402
$15.2K ﹤0.01%
6,218
+1,390
1403
$15.2K ﹤0.01%
170
-49
1404
$15.2K ﹤0.01%
408
1405
$15.2K ﹤0.01%
69
1406
$15.1K ﹤0.01%
1,789
+908
1407
$15.1K ﹤0.01%
139
1408
$15.1K ﹤0.01%
144
-56
1409
$15K ﹤0.01%
649
-85
1410
$15K ﹤0.01%
381
+12
1411
$14.9K ﹤0.01%
414
+408
1412
$14.9K ﹤0.01%
105
1413
$14.9K ﹤0.01%
1,715
+769
1414
$14.8K ﹤0.01%
231
+117
1415
$14.7K ﹤0.01%
515
+96
1416
$14.7K ﹤0.01%
185
+28
1417
$14.7K ﹤0.01%
+898
1418
$14.6K ﹤0.01%
661
-192
1419
$14.6K ﹤0.01%
101
+33
1420
$14.5K ﹤0.01%
1,670
-404
1421
$14.5K ﹤0.01%
478
+90
1422
$14.5K ﹤0.01%
412
+69
1423
$14.4K ﹤0.01%
147
+64
1424
$14.4K ﹤0.01%
325
1425
$14.4K ﹤0.01%
121
+71
55 56
57
58 59