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
1651
$6.65K ﹤0.01%
400
+373
1652
$6.65K ﹤0.01%
49
+40
1653
$6.64K ﹤0.01%
+987
1654
$6.64K ﹤0.01%
1,145
+1,116
1655
$6.63K ﹤0.01%
109
-8
1656
$6.61K ﹤0.01%
192
+7
1657
$6.6K ﹤0.01%
39
-22
1658
$6.6K ﹤0.01%
500
1659
$6.59K ﹤0.01%
201
+79
1660
$6.57K ﹤0.01%
28
+11
1661
$6.57K ﹤0.01%
618
+388
1662
$6.57K ﹤0.01%
454
+405
1663
$6.57K ﹤0.01%
824
+278
1664
$6.56K ﹤0.01%
274
+185
1665
$6.53K ﹤0.01%
70
-3
1666
$6.51K ﹤0.01%
187
+140
1667
$6.5K ﹤0.01%
794
-18
1668
$6.5K ﹤0.01%
31
-69
1669
$6.47K ﹤0.01%
130
+112
1670
$6.45K ﹤0.01%
1,027
-129
1671
$6.44K ﹤0.01%
63
-43
1672
$6.43K ﹤0.01%
110
-222
1673
$6.4K ﹤0.01%
4,051
+3,510
1674
$6.35K ﹤0.01%
257
+139
1675
$6.35K ﹤0.01%
95
+65
65 66
67
68 69