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
1651
$8.15K ﹤0.01%
500
1652
$8.15K ﹤0.01%
462
+406
1653
$8.1K ﹤0.01%
127
-121
1654
$8.08K ﹤0.01%
1,215
+1,135
1655
$8.07K ﹤0.01%
156
-47
1656
$8.04K ﹤0.01%
129
+56
1657
$8.03K ﹤0.01%
216
1658
$7.99K ﹤0.01%
911
1659
$7.99K ﹤0.01%
289
+104
1660
$7.98K ﹤0.01%
150
1661
$7.97K ﹤0.01%
195
-149
1662
$7.96K ﹤0.01%
802
+706
1663
$7.94K ﹤0.01%
563
-50
1664
$7.88K ﹤0.01%
71
+19
1665
$7.87K ﹤0.01%
261
+15
1666
$7.83K ﹤0.01%
235
-8
1667
$7.8K ﹤0.01%
41
+8
1668
$7.8K ﹤0.01%
510
+362
1669
$7.79K ﹤0.01%
188
-163
1670
$7.72K ﹤0.01%
102
+79
1671
$7.72K ﹤0.01%
116
+40
1672
$7.72K ﹤0.01%
96
-50
1673
$7.71K ﹤0.01%
+276
1674
$7.7K ﹤0.01%
108
+78
1675
$7.68K ﹤0.01%
401
+97
65 66
67
68 69