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
1601
$9.08K ﹤0.01%
610
-49
1602
$9.05K ﹤0.01%
549
1603
$9.03K ﹤0.01%
82
+17
1604
$9.02K ﹤0.01%
771
+34
1605
$8.97K ﹤0.01%
370
1606
$8.97K ﹤0.01%
222
-31
1607
$8.94K ﹤0.01%
+118
1608
$8.92K ﹤0.01%
69
-84
1609
$8.89K ﹤0.01%
+405
1610
$8.87K ﹤0.01%
274
-701
1611
$8.82K ﹤0.01%
1,028
+111
1612
$8.8K ﹤0.01%
407
1613
$8.78K ﹤0.01%
453
-295
1614
$8.77K ﹤0.01%
1,226
+495
1615
$8.74K ﹤0.01%
1,531
+695
1616
$8.7K ﹤0.01%
149
1617
$8.69K ﹤0.01%
1,209
-21
1618
$8.68K ﹤0.01%
296
1619
$8.68K ﹤0.01%
60
1620
$8.67K ﹤0.01%
2,144
-324
1621
$8.64K ﹤0.01%
122
-161
1622
$8.62K ﹤0.01%
116
-8
1623
$8.62K ﹤0.01%
195
-10
1624
$8.61K ﹤0.01%
52
+38
1625
$8.58K ﹤0.01%
85
-1
63 64
65
66 67