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
1626
$6.64K ﹤0.01%
237
+42
1627
$6.64K ﹤0.01%
911
1628
$6.64K ﹤0.01%
231
-284
1629
$6.64K ﹤0.01%
210
+43
1630
$6.62K ﹤0.01%
549
-68
1631
$6.61K ﹤0.01%
100
+11
1632
$6.6K ﹤0.01%
+398
1633
$6.6K ﹤0.01%
173
-8
1634
$6.59K ﹤0.01%
394
-18
1635
$6.59K ﹤0.01%
167
1636
$6.57K ﹤0.01%
200
+70
1637
$6.56K ﹤0.01%
230
+44
1638
$6.56K ﹤0.01%
177
1639
$6.51K ﹤0.01%
462
+51
1640
$6.51K ﹤0.01%
233
-117
1641
$6.5K ﹤0.01%
63
+15
1642
$6.47K ﹤0.01%
632
+126
1643
$6.47K ﹤0.01%
201
+126
1644
$6.47K ﹤0.01%
70
1645
$6.45K ﹤0.01%
125
1646
$6.44K ﹤0.01%
87
1647
$6.43K ﹤0.01%
216
1648
$6.42K ﹤0.01%
229
+69
1649
$6.42K ﹤0.01%
538
1650
$6.42K ﹤0.01%
629
64 65
66
67 68