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
1626
$10K ﹤0.01%
2,088
+1,784
1627
$10K ﹤0.01%
26
-2
1628
$9.99K ﹤0.01%
451
1629
$9.99K ﹤0.01%
177
-133
1630
$9.98K ﹤0.01%
86
+4
1631
$9.97K ﹤0.01%
207
+169
1632
$9.96K ﹤0.01%
651
+110
1633
$9.93K ﹤0.01%
254
+60
1634
$9.91K ﹤0.01%
249
+46
1635
$9.89K ﹤0.01%
438
-98
1636
$9.88K ﹤0.01%
53
1637
$9.87K ﹤0.01%
489
+140
1638
$9.84K ﹤0.01%
167
+33
1639
$9.81K ﹤0.01%
143
+81
1640
$9.79K ﹤0.01%
249
-2,362
1641
$9.71K ﹤0.01%
706
1642
$9.69K ﹤0.01%
996
-163
1643
$9.68K ﹤0.01%
235
+220
1644
$9.63K ﹤0.01%
130
1645
$9.63K ﹤0.01%
40
-73
1646
$9.63K ﹤0.01%
134
1647
$9.62K ﹤0.01%
420
-180
1648
$9.6K ﹤0.01%
2,539
+12
1649
$9.57K ﹤0.01%
75
+41
1650
$9.57K ﹤0.01%
1,164
+728
64 65
66
67 68