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
1651
$9.54K ﹤0.01%
345
+282
1652
$9.51K ﹤0.01%
769
-415
1653
$9.47K ﹤0.01%
186
+127
1654
$9.45K ﹤0.01%
1,796
+570
1655
$9.41K ﹤0.01%
+204
1656
$9.4K ﹤0.01%
159
+66
1657
$9.38K ﹤0.01%
173
+162
1658
$9.37K ﹤0.01%
90
+11
1659
$9.37K ﹤0.01%
1,309
+1,266
1660
$9.35K ﹤0.01%
318
-289
1661
$9.35K ﹤0.01%
1,125
+94
1662
$9.34K ﹤0.01%
+258
1663
$9.32K ﹤0.01%
203
-59
1664
$9.31K ﹤0.01%
136
+127
1665
$9.3K ﹤0.01%
235
1666
$9.28K ﹤0.01%
133
-3
1667
$9.26K ﹤0.01%
348
+57
1668
$9.24K ﹤0.01%
943
+233
1669
$9.24K ﹤0.01%
470
-376
1670
$9.23K ﹤0.01%
97
-83
1671
$9.23K ﹤0.01%
147
+31
1672
$9.19K ﹤0.01%
500
1673
$9.16K ﹤0.01%
428
+21
1674
$9.09K ﹤0.01%
328
+3
1675
$9.05K ﹤0.01%
122
+7
65 66
67
68 69