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
1451
$9.39K ﹤0.01%
276
-38
1452
$9.37K ﹤0.01%
677
+67
1453
$9.34K ﹤0.01%
1,661
-1,650
1454
$9.33K ﹤0.01%
54
+12
1455
$9.27K ﹤0.01%
253
+48
1456
$9.26K ﹤0.01%
41
+3
1457
$9.23K ﹤0.01%
1,061
1458
$9.23K ﹤0.01%
476
1459
$9.23K ﹤0.01%
1,435
+66
1460
$9.23K ﹤0.01%
958
+25
1461
$9.22K ﹤0.01%
120
1462
$9.19K ﹤0.01%
200
1463
$9.18K ﹤0.01%
73
+5
1464
$9.17K ﹤0.01%
597
1465
$9.06K ﹤0.01%
427
+124
1466
$9.03K ﹤0.01%
180
-62
1467
$9.03K ﹤0.01%
367
1468
$9.02K ﹤0.01%
40
1469
$9.02K ﹤0.01%
333
1470
$9.02K ﹤0.01%
+120
1471
$9K ﹤0.01%
100
1472
$8.98K ﹤0.01%
268
1473
$8.96K ﹤0.01%
165
-12
1474
$8.91K ﹤0.01%
164
1475
$8.9K ﹤0.01%
582
57 58
59
60 61