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
1526
$12K ﹤0.01%
317
+21
1527
$11.9K ﹤0.01%
139
1528
$11.9K ﹤0.01%
2,109
+690
1529
$11.8K ﹤0.01%
238
+8
1530
$11.8K ﹤0.01%
8,456
+4,060
1531
$11.8K ﹤0.01%
500
1532
$11.8K ﹤0.01%
134
+21
1533
$11.8K ﹤0.01%
928
-1,099
1534
$11.8K ﹤0.01%
81
+43
1535
$11.7K ﹤0.01%
72
+13
1536
$11.7K ﹤0.01%
327
1537
$11.7K ﹤0.01%
390
1538
$11.7K ﹤0.01%
422
1539
$11.7K ﹤0.01%
395
+112
1540
$11.7K ﹤0.01%
197
-37
1541
$11.7K ﹤0.01%
1,038
+277
1542
$11.7K ﹤0.01%
220
+61
1543
$11.6K ﹤0.01%
124
+21
1544
$11.6K ﹤0.01%
846
-552
1545
$11.6K ﹤0.01%
102
+24
1546
$11.6K ﹤0.01%
431
1547
$11.6K ﹤0.01%
213
+11
1548
$11.6K ﹤0.01%
1,515
+644
1549
$11.5K ﹤0.01%
+300
1550
$11.5K ﹤0.01%
4,933
+3,804
60 61
62
63 64