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
1551
$11.5K ﹤0.01%
+931
1552
$11.5K ﹤0.01%
69
-26
1553
$11.4K ﹤0.01%
1,010
-162
1554
$11.4K ﹤0.01%
145
-30
1555
$11.4K ﹤0.01%
324
+183
1556
$11.4K ﹤0.01%
250
+73
1557
$11.4K ﹤0.01%
310
-467
1558
$11.3K ﹤0.01%
199
1559
$11.3K ﹤0.01%
+2,086
1560
$11.3K ﹤0.01%
403
+180
1561
$11.3K ﹤0.01%
41
+33
1562
$11.2K ﹤0.01%
155
+141
1563
$11.2K ﹤0.01%
1,570
+832
1564
$11.2K ﹤0.01%
100
1565
$11.2K ﹤0.01%
1,390
+495
1566
$11.2K ﹤0.01%
314
+154
1567
$11.2K ﹤0.01%
2,071
+41
1568
$11.1K ﹤0.01%
278
1569
$11.1K ﹤0.01%
3,031
1570
$11.1K ﹤0.01%
2,844
-672
1571
$11.1K ﹤0.01%
1,887
-65
1572
$11.1K ﹤0.01%
1,504
+535
1573
$11K ﹤0.01%
262
+151
1574
$11K ﹤0.01%
403
1575
$11K ﹤0.01%
773
61 62
63
64 65