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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$7.55K ﹤0.01%
2
1577
$7.55K ﹤0.01%
81
-5
1578
$7.51K ﹤0.01%
95
-89
1579
$7.5K ﹤0.01%
400
1580
$7.48K ﹤0.01%
390
-25
1581
$7.47K ﹤0.01%
334
-677
1582
$7.46K ﹤0.01%
167
1583
$7.45K ﹤0.01%
128
+123
1584
$7.45K ﹤0.01%
+100
1585
$7.42K ﹤0.01%
126
1586
$7.41K ﹤0.01%
315
-259
1587
$7.38K ﹤0.01%
66
-89
1588
$7.36K ﹤0.01%
924
+847
1589
$7.35K ﹤0.01%
90
+41
1590
$7.35K ﹤0.01%
775
-2,154
1591
$7.33K ﹤0.01%
+767
1592
$7.33K ﹤0.01%
282
-9
1593
$7.28K ﹤0.01%
351
+74
1594
$7.26K ﹤0.01%
25
+12
1595
$7.23K ﹤0.01%
+51
1596
$7.23K ﹤0.01%
492
-122
1597
$7.22K ﹤0.01%
95
-62
1598
$7.22K ﹤0.01%
337
-93
1599
$7.2K ﹤0.01%
162
+131
1600
$7.2K ﹤0.01%
152
+13
62 63
64
65 66