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
1526
$8.27K ﹤0.01%
242
1527
$8.25K ﹤0.01%
47
-1
1528
$8.24K ﹤0.01%
237
+131
1529
$8.23K ﹤0.01%
100
-1,087
1530
$8.23K ﹤0.01%
33
-25
1531
$8.23K ﹤0.01%
777
+166
1532
$8.22K ﹤0.01%
173
+98
1533
$8.22K ﹤0.01%
1,010
+184
1534
$8.21K ﹤0.01%
176
-346
1535
$8.2K ﹤0.01%
77
+72
1536
$8.14K ﹤0.01%
765
-47
1537
$8.12K ﹤0.01%
79
-64
1538
$8.11K ﹤0.01%
174
-2
1539
$8.1K ﹤0.01%
153
-79
1540
$8.1K ﹤0.01%
277
+158
1541
$8.08K ﹤0.01%
+859
1542
$8.05K ﹤0.01%
419
1543
$8.05K ﹤0.01%
138
+25
1544
$8.04K ﹤0.01%
81
+37
1545
$7.99K ﹤0.01%
+1,866
1546
$7.99K ﹤0.01%
+39
1547
$7.99K ﹤0.01%
770
+58
1548
$7.98K ﹤0.01%
104
1549
$7.98K ﹤0.01%
472
-228
1550
$7.97K ﹤0.01%
50
-55
60 61
62
63 64