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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$12.6K ﹤0.01%
102
1502
$12.6K ﹤0.01%
1,107
+117
1503
$12.6K ﹤0.01%
323
+320
1504
$12.6K ﹤0.01%
105
+26
1505
$12.6K ﹤0.01%
46
-13
1506
$12.5K ﹤0.01%
926
-40
1507
$12.5K ﹤0.01%
6,772
-172
1508
$12.4K ﹤0.01%
171
+53
1509
$12.4K ﹤0.01%
1,920
+356
1510
$12.4K ﹤0.01%
300
+9
1511
$12.4K ﹤0.01%
1,736
+1,478
1512
$12.3K ﹤0.01%
105
+14
1513
$12.3K ﹤0.01%
4,408
+785
1514
$12.3K ﹤0.01%
334
+21
1515
$12.3K ﹤0.01%
1,046
+88
1516
$12.3K ﹤0.01%
+200
1517
$12.2K ﹤0.01%
1,249
+1,145
1518
$12.2K ﹤0.01%
618
1519
$12.2K ﹤0.01%
241
+50
1520
$12.1K ﹤0.01%
323
+57
1521
$12.1K ﹤0.01%
1,912
+319
1522
$12K ﹤0.01%
68
-43
1523
$12K ﹤0.01%
940
+592
1524
$12K ﹤0.01%
184
+37
1525
$12K ﹤0.01%
2,425
+147
59 60
61
62 63