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
1476
$11.5K ﹤0.01%
231
+54
1477
$11.5K ﹤0.01%
223
+58
1478
$11.4K ﹤0.01%
+137
1479
$11.4K ﹤0.01%
1,152
-68
1480
$11.3K ﹤0.01%
469
+36
1481
$11.3K ﹤0.01%
+296
1482
$11.3K ﹤0.01%
352
-291
1483
$11.3K ﹤0.01%
2,067
+1,933
1484
$11.3K ﹤0.01%
706
-102
1485
$11.3K ﹤0.01%
+445
1486
$11.3K ﹤0.01%
369
+304
1487
$11.3K ﹤0.01%
152
+73
1488
$11.3K ﹤0.01%
1,343
-148
1489
$11.2K ﹤0.01%
287
+84
1490
$11.2K ﹤0.01%
40
1491
$11.2K ﹤0.01%
434
1492
$11.1K ﹤0.01%
50
-6
1493
$11.1K ﹤0.01%
773
+617
1494
$11.1K ﹤0.01%
516
-740
1495
$11.1K ﹤0.01%
136
-28
1496
$11.1K ﹤0.01%
+390
1497
$11.1K ﹤0.01%
58
+5
1498
$11.1K ﹤0.01%
783
-777
1499
$11.1K ﹤0.01%
431
1500
$11.1K ﹤0.01%
128
+66
58 59
60
61 62