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
1476
$9.14K ﹤0.01%
1,211
+1,142
1477
$9.14K ﹤0.01%
534
+366
1478
$9.13K ﹤0.01%
292
-18
1479
$9.12K ﹤0.01%
1,017
-958
1480
$9.12K ﹤0.01%
163
+102
1481
$9.11K ﹤0.01%
160
1482
$9.11K ﹤0.01%
175
-402
1483
$9.09K ﹤0.01%
216
1484
$9.04K ﹤0.01%
193
+138
1485
$9.02K ﹤0.01%
278
-406
1486
$9.02K ﹤0.01%
440
-87
1487
$9.02K ﹤0.01%
811
+525
1488
$9K ﹤0.01%
128
+30
1489
$8.99K ﹤0.01%
+648
1490
$8.99K ﹤0.01%
416
-290
1491
$8.96K ﹤0.01%
105
+101
1492
$8.92K ﹤0.01%
301
-272
1493
$8.92K ﹤0.01%
500
+36
1494
$8.92K ﹤0.01%
182
-123
1495
$8.89K ﹤0.01%
194
+137
1496
$8.88K ﹤0.01%
84
+82
1497
$8.86K ﹤0.01%
916
+894
1498
$8.77K ﹤0.01%
474
+335
1499
$8.76K ﹤0.01%
948
+179
1500
$8.74K ﹤0.01%
1,072
-78
58 59
60
61 62