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
1501
$8.73K ﹤0.01%
380
+184
1502
$8.72K ﹤0.01%
2,500
-96
1503
$8.71K ﹤0.01%
266
-6
1504
$8.66K ﹤0.01%
1,437
1505
$8.66K ﹤0.01%
+363
1506
$8.62K ﹤0.01%
236
+105
1507
$8.62K ﹤0.01%
384
+82
1508
$8.62K ﹤0.01%
414
-246
1509
$8.58K ﹤0.01%
277
1510
$8.56K ﹤0.01%
+725
1511
$8.55K ﹤0.01%
506
+70
1512
$8.55K ﹤0.01%
122
1513
$8.54K ﹤0.01%
698
+392
1514
$8.53K ﹤0.01%
287
-40
1515
$8.48K ﹤0.01%
529
-25
1516
$8.47K ﹤0.01%
37
+1
1517
$8.44K ﹤0.01%
+500
1518
$8.43K ﹤0.01%
1,029
+836
1519
$8.41K ﹤0.01%
671
+666
1520
$8.38K ﹤0.01%
59
+13
1521
$8.38K ﹤0.01%
1,283
+216
1522
$8.35K ﹤0.01%
157
+35
1523
$8.3K ﹤0.01%
86
-73
1524
– –
0
1525
$8.28K ﹤0.01%
207
+10
59 60
61
62 63