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
126
$978K 0.1%
4,925
+142
127
$970K 0.1%
1,104
+74
128
$960K 0.1%
11,455
-26
129
$950K 0.09%
5,965
-137
130
$941K 0.09%
8,030
131
$939K 0.09%
2,132
+348
132
$934K 0.09%
5,828
+436
133
$925K 0.09%
5,707
+347
134
$919K 0.09%
2,935
+202
135
$899K 0.09%
1,273
+125
136
$892K 0.09%
1,905
+1,340
137
$869K 0.09%
5,529
+217
138
$860K 0.09%
48,760
+1,180
139
$842K 0.08%
36,628
+458
140
$833K 0.08%
3,446
-14
141
$828K 0.08%
4,197
+786
142
$827K 0.08%
2,176
+60
143
$811K 0.08%
23,564
-828
144
$805K 0.08%
3,542
+66
145
$803K 0.08%
22,688
-893
146
$795K 0.08%
1,458
+93
147
$793K 0.08%
13,476
+1,020
148
$784K 0.08%
5,905
+567
149
$772K 0.08%
7,583
+1,269
150
$771K 0.08%
5,329
+774
4 5
6
7 8