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
1626
$6.95K ﹤0.01%
334
+270
1627
$6.94K ﹤0.01%
329
-191
1628
$6.94K ﹤0.01%
732
+449
1629
$6.93K ﹤0.01%
140
-15
1630
$6.91K ﹤0.01%
4,703
+3,767
1631
$6.91K ﹤0.01%
47
+40
1632
$6.89K ﹤0.01%
+527
1633
$6.89K ﹤0.01%
106
-14
1634
$6.88K ﹤0.01%
500
-396
1635
$6.87K ﹤0.01%
109
-485
1636
$6.85K ﹤0.01%
+407
1637
$6.85K ﹤0.01%
457
-26
1638
$6.84K ﹤0.01%
89
+81
1639
$6.84K ﹤0.01%
820
+430
1640
$6.83K ﹤0.01%
284
+110
1641
$6.8K ﹤0.01%
614
+13
1642
$6.76K ﹤0.01%
141
+103
1643
$6.76K ﹤0.01%
47
1644
$6.75K ﹤0.01%
+146
1645
$6.74K ﹤0.01%
185
+177
1646
$6.73K ﹤0.01%
75
-59
1647
$6.73K ﹤0.01%
503
+28
1648
$6.72K ﹤0.01%
997
-45
1649
$6.71K ﹤0.01%
405
+29
1650
$6.67K ﹤0.01%
225
-50
64 65
66
67 68