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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$9.64K ﹤0.01%
1,059
-508
1452
$9.63K ﹤0.01%
4,135
+3,350
1453
$9.59K ﹤0.01%
126
+21
1454
$9.59K ﹤0.01%
155
-37
1455
$9.56K ﹤0.01%
298
1456
$9.5K ﹤0.01%
613
+576
1457
$9.47K ﹤0.01%
270
+50
1458
$9.45K ﹤0.01%
+169
1459
$9.44K ﹤0.01%
271
1460
$9.44K ﹤0.01%
2,034
-1,800
1461
$9.43K ﹤0.01%
71
+53
1462
$9.43K ﹤0.01%
612
+530
1463
$9.41K ﹤0.01%
1,511
+285
1464
$9.4K ﹤0.01%
204
+162
1465
$9.39K ﹤0.01%
491
+319
1466
$9.38K ﹤0.01%
69
-51
1467
$9.37K ﹤0.01%
61
+12
1468
$9.34K ﹤0.01%
189
+36
1469
$9.33K ﹤0.01%
115
+72
1470
$9.32K ﹤0.01%
+205
1471
$9.24K ﹤0.01%
1,249
+892
1472
$9.23K ﹤0.01%
3,037
+232
1473
$9.2K ﹤0.01%
1,622
+1,444
1474
$9.15K ﹤0.01%
144
-21
1475
$9.15K ﹤0.01%
112
+22
57 58
59
60 61