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
1426
$14.4K ﹤0.01%
400
1427
$14.3K ﹤0.01%
2,026
+537
1428
$14.3K ﹤0.01%
613
+40
1429
$14.3K ﹤0.01%
51
+1
1430
$14.3K ﹤0.01%
645
+609
1431
$14.2K ﹤0.01%
+2,213
1432
$14.2K ﹤0.01%
267
+15
1433
$14.2K ﹤0.01%
1,172
+382
1434
$14.2K ﹤0.01%
278
+256
1435
$14.2K ﹤0.01%
95
+9
1436
$14.2K ﹤0.01%
325
+29
1437
$14.1K ﹤0.01%
170
+62
1438
$14.1K ﹤0.01%
986
-508
1439
$14.1K ﹤0.01%
2,051
+475
1440
$14K ﹤0.01%
265
-88
1441
$14K ﹤0.01%
966
-37
1442
$14K ﹤0.01%
272
+9
1443
$14K ﹤0.01%
189
1444
$14K ﹤0.01%
+1,102
1445
$14K ﹤0.01%
174
+17
1446
$14K ﹤0.01%
1,156
+207
1447
$13.9K ﹤0.01%
55
+1
1448
$13.9K ﹤0.01%
590
1449
$13.8K ﹤0.01%
529
+308
1450
$13.8K ﹤0.01%
2,811
+741
56 57
58
59 60