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
1601
$10.5K ﹤0.01%
1,515
+1,450
1602
$10.4K ﹤0.01%
72
1603
$10.4K ﹤0.01%
+214
1604
$10.4K ﹤0.01%
+1,526
1605
$10.4K ﹤0.01%
730
+686
1606
$10.3K ﹤0.01%
166
+2
1607
$10.3K ﹤0.01%
457
+21
1608
$10.3K ﹤0.01%
56
1609
$10.3K ﹤0.01%
203
+198
1610
$10.3K ﹤0.01%
1,803
+1,699
1611
$10.2K ﹤0.01%
51
+13
1612
$10.2K ﹤0.01%
757
+123
1613
$10.1K ﹤0.01%
774
+112
1614
$10.1K ﹤0.01%
118
+64
1615
$10.1K ﹤0.01%
260
+231
1616
$10.1K ﹤0.01%
162
+36
1617
$10.1K ﹤0.01%
300
+39
1618
$10.1K ﹤0.01%
1,424
+1,037
1619
$10.1K ﹤0.01%
1,423
+904
1620
$10.1K ﹤0.01%
+100
1621
$10.1K ﹤0.01%
435
+150
1622
$10.1K ﹤0.01%
627
+64
1623
$10.1K ﹤0.01%
448
+263
1624
$10.1K ﹤0.01%
187
1625
$10K ﹤0.01%
368
+156
63 64
65
66 67