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
1601
$6.95K ﹤0.01%
226
1602
$6.92K ﹤0.01%
214
+21
1603
$6.92K ﹤0.01%
5,449
-1,031
1604
$6.9K ﹤0.01%
156
+15
1605
$6.89K ﹤0.01%
305
+64
1606
$6.89K ﹤0.01%
133
-1,161
1607
$6.88K ﹤0.01%
5,934
+380
1608
$6.88K ﹤0.01%
254
+166
1609
$6.87K ﹤0.01%
213
1610
$6.84K ﹤0.01%
170
-14
1611
$6.83K ﹤0.01%
168
-107
1612
$6.81K ﹤0.01%
+685
1613
$6.79K ﹤0.01%
125
+103
1614
$6.79K ﹤0.01%
117
1615
$6.79K ﹤0.01%
74
1616
$6.78K ﹤0.01%
101
+61
1617
$6.78K ﹤0.01%
+1,098
1618
$6.77K ﹤0.01%
11
+8
1619
$6.77K ﹤0.01%
252
+24
1620
$6.75K ﹤0.01%
277
1621
$6.74K ﹤0.01%
370
1622
$6.74K ﹤0.01%
26
+1
1623
$6.73K ﹤0.01%
34
+2
1624
$6.71K ﹤0.01%
1,162
+654
1625
$6.66K ﹤0.01%
149
63 64
65
66 67