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
1426
$12.5K ﹤0.01%
160
+28
1427
$12.5K ﹤0.01%
123
1428
$12.4K ﹤0.01%
115
+81
1429
$12.4K ﹤0.01%
5,500
+1,000
1430
$12.4K ﹤0.01%
423
+164
1431
$12.3K ﹤0.01%
141
+9
1432
$12.3K ﹤0.01%
245
+50
1433
$12.3K ﹤0.01%
197
-106
1434
$12.3K ﹤0.01%
+632
1435
$12.3K ﹤0.01%
868
+817
1436
$12.3K ﹤0.01%
100
1437
$12.2K ﹤0.01%
1,000
-2,000
1438
$12.2K ﹤0.01%
1,243
-261
1439
$12.2K ﹤0.01%
327
+51
1440
$12.2K ﹤0.01%
62
+28
1441
$12.1K ﹤0.01%
139
1442
$12.1K ﹤0.01%
2,793
1443
$12.1K ﹤0.01%
1,739
+104
1444
$12.1K ﹤0.01%
273
-16
1445
$12.1K ﹤0.01%
276
+87
1446
$12K ﹤0.01%
79
+6
1447
$12K ﹤0.01%
509
+99
1448
$12K ﹤0.01%
786
+671
1449
$12K ﹤0.01%
291
+237
1450
$11.9K ﹤0.01%
303
-589
56 57
58
59 60