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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$7.98K ﹤0.01%
296
-27
1527
$7.96K ﹤0.01%
1,011
1528
$7.92K ﹤0.01%
964
-114
1529
$7.91K ﹤0.01%
267
-97
1530
$7.9K ﹤0.01%
394
1531
$7.89K ﹤0.01%
533
-3,501
1532
$7.89K ﹤0.01%
113
+11
1533
$7.87K ﹤0.01%
74
-5
1534
$7.82K ﹤0.01%
104
1535
$7.79K ﹤0.01%
81
1536
$7.77K ﹤0.01%
124
+11
1537
$7.76K ﹤0.01%
1,294
+1,000
1538
$7.76K ﹤0.01%
520
-429
1539
$7.71K ﹤0.01%
380
-362
1540
$7.69K ﹤0.01%
400
1541
$7.67K ﹤0.01%
205
-16
1542
$7.64K ﹤0.01%
537
+382
1543
$7.63K ﹤0.01%
42
+18
1544
$7.63K ﹤0.01%
243
-16
1545
$7.61K ﹤0.01%
200
+79
1546
$7.59K ﹤0.01%
84
-1
1547
$7.59K ﹤0.01%
433
-19
1548
$7.58K ﹤0.01%
536
-287
1549
$7.57K ﹤0.01%
132
+17
1550
$7.57K ﹤0.01%
361
-308
60 61
62
63 64