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
1651
$6.41K ﹤0.01%
350
1652
$6.4K ﹤0.01%
1,162
+977
1653
$6.4K ﹤0.01%
72
1654
$6.39K ﹤0.01%
174
+20
1655
$6.38K ﹤0.01%
63
+7
1656
$6.38K ﹤0.01%
923
1657
$6.35K ﹤0.01%
246
-88
1658
$6.35K ﹤0.01%
117
-118
1659
$6.35K ﹤0.01%
+738
1660
$6.34K ﹤0.01%
92
1661
$6.32K ﹤0.01%
774
+361
1662
$6.32K ﹤0.01%
67
+20
1663
$6.3K ﹤0.01%
1,545
-607
1664
$6.28K ﹤0.01%
222
+152
1665
$6.27K ﹤0.01%
125
+1
1666
$6.25K ﹤0.01%
1,123
1667
$6.25K ﹤0.01%
+27,800
1668
$6.25K ﹤0.01%
+70
1669
$6.24K ﹤0.01%
98
-5
1670
$6.23K ﹤0.01%
984
1671
$6.22K ﹤0.01%
162
+158
1672
$6.22K ﹤0.01%
24
-80
1673
$6.21K ﹤0.01%
45
+5
1674
$6.18K ﹤0.01%
+953
1675
$6.15K ﹤0.01%
119
65 66
67
68 69