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
1601
$7.2K ﹤0.01%
250
-281
1602
$7.18K ﹤0.01%
688
-518
1603
$7.17K ﹤0.01%
786
-66
1604
$7.15K ﹤0.01%
87
-152
1605
$7.14K ﹤0.01%
181
+154
1606
$7.13K ﹤0.01%
177
+74
1607
$7.11K ﹤0.01%
158
+98
1608
$7.11K ﹤0.01%
40
-5
1609
$7.07K ﹤0.01%
+150
1610
$7.07K ﹤0.01%
755
+480
1611
$7.06K ﹤0.01%
430
+67
1612
$7.06K ﹤0.01%
243
+62
1613
$7.06K ﹤0.01%
175
-125
1614
$7.05K ﹤0.01%
+103
1615
$7.05K ﹤0.01%
307
+200
1616
$7.02K ﹤0.01%
225
+218
1617
$7.02K ﹤0.01%
3,120
-781
1618
$7.02K ﹤0.01%
198
-20
1619
$7.01K ﹤0.01%
234
+49
1620
$7K ﹤0.01%
335
-26
1621
$6.99K ﹤0.01%
36
+6
1622
$6.96K ﹤0.01%
+314
1623
$6.96K ﹤0.01%
163
+122
1624
$6.96K ﹤0.01%
214
1625
$6.95K ﹤0.01%
213
-168
63 64
65
66 67