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
126
$874K 0.11%
6,022
-48
127
$838K 0.1%
12,356
+2,834
128
$833K 0.1%
16,589
+1,326
129
$820K 0.1%
17,946
-3,523
130
$813K 0.1%
3,299
+4
131
$808K 0.1%
12,276
+5,189
132
$803K 0.1%
5,917
+129
133
$796K 0.1%
20,363
-676
134
$789K 0.1%
2,419
+325
135
$775K 0.1%
6,813
+70
136
$752K 0.09%
63,939
-17,859
137
$734K 0.09%
7,150
+6,023
138
$725K 0.09%
6,277
+182
139
$724K 0.09%
11,803
-316
140
$724K 0.09%
87,617
+6,864
141
$721K 0.09%
10,971
+306
142
$717K 0.09%
5,730
-40
143
$712K 0.09%
4,340
+206
144
$710K 0.09%
38,568
+5,384
145
$706K 0.09%
3,763
+6
146
$701K 0.09%
7,525
-34
147
$694K 0.09%
962
+34
148
$694K 0.09%
8,082
+6,717
149
$679K 0.08%
5,750
+990
150
$672K 0.08%
9,019
-416
4 5
6
7 8