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
1676
$6.14K ﹤0.01%
2,996
+390
1677
$6.1K ﹤0.01%
1,052
-119
1678
$6.08K ﹤0.01%
121
+5
1679
$6.05K ﹤0.01%
199
1680
$6.05K ﹤0.01%
25
+2
1681
$6.05K ﹤0.01%
198
+23
1682
$6.01K ﹤0.01%
400
1683
$6.01K ﹤0.01%
55
1684
$5.98K ﹤0.01%
13
+3
1685
$5.98K ﹤0.01%
202
1686
$5.96K ﹤0.01%
73
+14
1687
$5.93K ﹤0.01%
74
+27
1688
$5.93K ﹤0.01%
746
1689
$5.93K ﹤0.01%
220
1690
$5.92K ﹤0.01%
116
1691
$5.89K ﹤0.01%
509
1692
$5.83K ﹤0.01%
216
+34
1693
$5.82K ﹤0.01%
84
-45
1694
$5.8K ﹤0.01%
34
+8
1695
$5.8K ﹤0.01%
168
+14
1696
$5.79K ﹤0.01%
214
1697
$5.77K ﹤0.01%
271
1698
$5.76K ﹤0.01%
1,224
+223
1699
$5.76K ﹤0.01%
55
1700
$5.75K ﹤0.01%
304
-44