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
1576
$9.51K ﹤0.01%
139
+69
1577
$9.44K ﹤0.01%
197
+35
1578
$9.42K ﹤0.01%
32
+21
1579
$9.38K ﹤0.01%
468
-171
1580
$9.37K ﹤0.01%
174
-24
1581
$9.37K ﹤0.01%
251
+14
1582
$9.35K ﹤0.01%
+130
1583
$9.34K ﹤0.01%
261
+39
1584
$9.34K ﹤0.01%
198
1585
$9.32K ﹤0.01%
1,349
+1,293
1586
$9.31K ﹤0.01%
229
+117
1587
$9.29K ﹤0.01%
126
1588
$9.28K ﹤0.01%
905
-25
1589
$9.26K ﹤0.01%
487
+137
1590
$9.26K ﹤0.01%
1,394
+471
1591
$9.25K ﹤0.01%
860
1592
$9.25K ﹤0.01%
278
-27
1593
$9.25K ﹤0.01%
35
+13
1594
$9.23K ﹤0.01%
219
+164
1595
$9.19K ﹤0.01%
87
+55
1596
$9.16K ﹤0.01%
249
+129
1597
$9.14K ﹤0.01%
243
-364
1598
$9.12K ﹤0.01%
371
-56
1599
$9.09K ﹤0.01%
317
-44
1600
$9.09K ﹤0.01%
547
+204
62 63
64
65 66