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
1526
$10.5K ﹤0.01%
189
1527
$10.5K ﹤0.01%
582
1528
$10.5K ﹤0.01%
296
+240
1529
$10.5K ﹤0.01%
461
+241
1530
$10.4K ﹤0.01%
1,907
+1,615
1531
$10.4K ﹤0.01%
268
1532
$10.3K ﹤0.01%
2,500
1533
$10.3K ﹤0.01%
814
+56
1534
$10.3K ﹤0.01%
216
-16
1535
$10.3K ﹤0.01%
2,243
+2,139
1536
$10.3K ﹤0.01%
1,011
1537
$10.3K ﹤0.01%
1,123
1538
$10.2K ﹤0.01%
981
+352
1539
$10.2K ﹤0.01%
627
+91
1540
$10.2K ﹤0.01%
126
-421
1541
$10.1K ﹤0.01%
5,541
+640
1542
$10.1K ﹤0.01%
220
-42
1543
$10.1K ﹤0.01%
306
1544
$10.1K ﹤0.01%
299
+85
1545
$10.1K ﹤0.01%
+652
1546
$10.1K ﹤0.01%
68
-9
1547
$10.1K ﹤0.01%
100
1548
$10K ﹤0.01%
164
-18
1549
$10K ﹤0.01%
516
+89
1550
$10K ﹤0.01%
130
+114
60 61
62
63 64