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
1476
$8.89K ﹤0.01%
161
-12
1477
$8.89K ﹤0.01%
37
+23
1478
$8.87K ﹤0.01%
306
-70
1479
$8.85K ﹤0.01%
659
+49
1480
$8.85K ﹤0.01%
177
+47
1481
$8.84K ﹤0.01%
649
-616
1482
$8.75K ﹤0.01%
297
-11
1483
$8.75K ﹤0.01%
55
-2
1484
$8.74K ﹤0.01%
293
+1
1485
$8.73K ﹤0.01%
128
-44
1486
$8.69K ﹤0.01%
951
+21
1487
$8.69K ﹤0.01%
212
+12
1488
$8.68K ﹤0.01%
21
+20
1489
$8.66K ﹤0.01%
214
+19
1490
$8.66K ﹤0.01%
171
+21
1491
$8.63K ﹤0.01%
198
-105
1492
$8.62K ﹤0.01%
141
-12
1493
$8.61K ﹤0.01%
252
+199
1494
$8.59K ﹤0.01%
109
+1
1495
$8.59K ﹤0.01%
69
-3
1496
$8.57K ﹤0.01%
316
+164
1497
$8.55K ﹤0.01%
187
+5
1498
$8.53K ﹤0.01%
+681
1499
$8.48K ﹤0.01%
54
-19
1500
$8.46K ﹤0.01%
681
-19
58 59
60
61 62