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
1576
$11K ﹤0.01%
734
-209
1577
$11K ﹤0.01%
134
1578
$10.9K ﹤0.01%
434
-11
1579
$10.8K ﹤0.01%
151
+145
1580
$10.8K ﹤0.01%
399
+156
1581
$10.8K ﹤0.01%
180
+31
1582
$10.8K ﹤0.01%
217
+168
1583
$10.8K ﹤0.01%
130
-46
1584
$10.8K ﹤0.01%
1,249
1585
$10.8K ﹤0.01%
219
-5
1586
$10.7K ﹤0.01%
567
-27
1587
$10.7K ﹤0.01%
584
-166
1588
$10.7K ﹤0.01%
59
-5
1589
$10.7K ﹤0.01%
958
1590
$10.7K ﹤0.01%
2,161
-509
1591
$10.6K ﹤0.01%
130
-43
1592
$10.6K ﹤0.01%
158
+39
1593
$10.6K ﹤0.01%
1,587
+1,535
1594
$10.5K ﹤0.01%
370
1595
$10.5K ﹤0.01%
+301
1596
$10.5K ﹤0.01%
342
1597
$10.5K ﹤0.01%
269
+58
1598
$10.5K ﹤0.01%
562
-203
1599
$10.5K ﹤0.01%
884
1600
$10.5K ﹤0.01%
130
62 63
64
65 66