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
1551
$10K ﹤0.01%
3,488
-1,712
1552
$9.98K ﹤0.01%
187
-51
1553
$9.96K ﹤0.01%
1,339
+1,176
1554
$9.94K ﹤0.01%
334
+295
1555
$9.94K ﹤0.01%
59
-12
1556
$9.93K ﹤0.01%
1,249
1557
$9.87K ﹤0.01%
164
1558
$9.86K ﹤0.01%
237
-147
1559
$9.85K ﹤0.01%
387
-146
1560
$9.83K ﹤0.01%
160
-36
1561
$9.82K ﹤0.01%
448
+311
1562
$9.81K ﹤0.01%
511
-59
1563
$9.8K ﹤0.01%
1,007
-50
1564
$9.79K ﹤0.01%
821
+312
1565
$9.78K ﹤0.01%
394
1566
$9.74K ﹤0.01%
1,449
+397
1567
$9.72K ﹤0.01%
398
-148
1568
$9.66K ﹤0.01%
685
-157
1569
$9.66K ﹤0.01%
634
+23
1570
$9.63K ﹤0.01%
166
-136
1571
$9.61K ﹤0.01%
342
-101
1572
$9.59K ﹤0.01%
458
+440
1573
$9.55K ﹤0.01%
481
+358
1574
$9.55K ﹤0.01%
102
1575
$9.54K ﹤0.01%
123
+119
61 62
63
64 65