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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$7.24K ﹤0.01%
329
-98
1577
$7.23K ﹤0.01%
149
-11
1578
$7.2K ﹤0.01%
474
1579
$7.19K ﹤0.01%
+259
1580
$7.18K ﹤0.01%
201
+16
1581
$7.17K ﹤0.01%
706
1582
$7.15K ﹤0.01%
1,007
-93
1583
$7.15K ﹤0.01%
560
-64
1584
$7.14K ﹤0.01%
+1,186
1585
$7.12K ﹤0.01%
410
-92
1586
$7.12K ﹤0.01%
225
+48
1587
$7.11K ﹤0.01%
239
+23
1588
$7.1K ﹤0.01%
126
1589
$7.03K ﹤0.01%
220
+40
1590
$7.02K ﹤0.01%
+1,297
1591
$7.01K ﹤0.01%
916
+876
1592
$6.99K ﹤0.01%
74
+67
1593
$6.99K ﹤0.01%
870
+227
1594
$6.98K ﹤0.01%
293
-22
1595
$6.98K ﹤0.01%
1,534
+178
1596
$6.98K ﹤0.01%
59
+5
1597
$6.97K ﹤0.01%
+112
1598
$6.97K ﹤0.01%
724
+657
1599
$6.96K ﹤0.01%
4,901
-846
1600
$6.95K ﹤0.01%
72
62 63
64
65 66