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
1626
$8.57K ﹤0.01%
523
+382
1627
$8.57K ﹤0.01%
1,182
-2,112
1628
$8.55K ﹤0.01%
47
+5
1629
$8.54K ﹤0.01%
104
-46
1630
$8.54K ﹤0.01%
+2,618
1631
$8.51K ﹤0.01%
72
1632
$8.49K ﹤0.01%
222
-17
1633
$8.49K ﹤0.01%
747
+252
1634
$8.48K ﹤0.01%
104
-128
1635
$8.46K ﹤0.01%
721
+234
1636
$8.46K ﹤0.01%
134
-282
1637
$8.42K ﹤0.01%
448
+414
1638
$8.41K ﹤0.01%
216
-297
1639
$8.4K ﹤0.01%
134
+9
1640
$8.37K ﹤0.01%
1,177
-484
1641
$8.36K ﹤0.01%
+90
1642
$8.36K ﹤0.01%
2,176
+985
1643
$8.33K ﹤0.01%
89
+48
1644
$8.33K ﹤0.01%
257
+240
1645
$8.27K ﹤0.01%
881
+11
1646
$8.26K ﹤0.01%
109
-4
1647
$8.25K ﹤0.01%
159
+123
1648
$8.23K ﹤0.01%
22
+3
1649
$8.18K ﹤0.01%
53
+27
1650
$8.17K ﹤0.01%
156
+39
64 65
66
67 68