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
1501
$11K ﹤0.01%
310
+253
1502
$11K ﹤0.01%
326
-150
1503
$11K ﹤0.01%
847
+658
1504
$11K ﹤0.01%
769
+675
1505
$11K ﹤0.01%
542
1506
$10.9K ﹤0.01%
139
-26
1507
$10.9K ﹤0.01%
120
1508
$10.9K ﹤0.01%
147
-32
1509
$10.9K ﹤0.01%
576
-10
1510
$10.9K ﹤0.01%
403
+177
1511
$10.9K ﹤0.01%
4,274
+4,211
1512
$10.8K ﹤0.01%
136
-93
1513
$10.8K ﹤0.01%
136
-111
1514
$10.8K ﹤0.01%
650
+452
1515
$10.7K ﹤0.01%
259
-501
1516
$10.7K ﹤0.01%
86
+41
1517
$10.7K ﹤0.01%
130
-39
1518
$10.7K ﹤0.01%
3
+1
1519
$10.7K ﹤0.01%
237
-14
1520
$10.6K ﹤0.01%
761
-36
1521
$10.6K ﹤0.01%
157
-38
1522
$10.6K ﹤0.01%
800
-129
1523
$10.6K ﹤0.01%
337
-39
1524
$10.6K ﹤0.01%
345
-84
1525
$10.5K ﹤0.01%
139
59 60
61
62 63