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
1426
$9.84K ﹤0.01%
431
+23
1427
$9.82K ﹤0.01%
414
+16
1428
$9.82K ﹤0.01%
232
1429
$9.81K ﹤0.01%
257
+135
1430
$9.81K ﹤0.01%
2,468
1431
$9.8K ﹤0.01%
102
-4
1432
$9.78K ﹤0.01%
196
+4
1433
$9.75K ﹤0.01%
388
-308
1434
$9.73K ﹤0.01%
67
+8
1435
$9.66K ﹤0.01%
512
+382
1436
$9.63K ﹤0.01%
467
-58
1437
$9.61K ﹤0.01%
182
+6
1438
$9.58K ﹤0.01%
315
1439
$9.56K ﹤0.01%
182
+2
1440
$9.55K ﹤0.01%
88
-21
1441
$9.52K ﹤0.01%
649
1442
$9.47K ﹤0.01%
107
-11
1443
$9.45K ﹤0.01%
758
1444
$9.45K ﹤0.01%
842
+216
1445
$9.44K ﹤0.01%
229
-1
1446
$9.44K ﹤0.01%
103
+1
1447
$9.43K ﹤0.01%
+93
1448
$9.4K ﹤0.01%
930
1449
$9.4K ﹤0.01%
195
1450
$9.39K ﹤0.01%
89
56 57
58
59 60