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
1676
$7.68K ﹤0.01%
419
+370
1677
$7.66K ﹤0.01%
790
-797
1678
$7.59K ﹤0.01%
723
+388
1679
$7.59K ﹤0.01%
115
-272
1680
$7.58K ﹤0.01%
706
1681
$7.55K ﹤0.01%
125
1682
$7.55K ﹤0.01%
329
1683
$7.53K ﹤0.01%
226
1684
$7.51K ﹤0.01%
271
1685
$7.51K ﹤0.01%
293
1686
$7.47K ﹤0.01%
83
-14
1687
$7.46K ﹤0.01%
81
-47
1688
$7.45K ﹤0.01%
239
+186
1689
$7.44K ﹤0.01%
461
+95
1690
$7.43K ﹤0.01%
167
+103
1691
$7.41K ﹤0.01%
1,007
1692
$7.41K ﹤0.01%
119
+45
1693
$7.39K ﹤0.01%
56
+26
1694
$7.39K ﹤0.01%
+219
1695
$7.39K ﹤0.01%
137
-548
1696
$7.37K ﹤0.01%
167
1697
$7.36K ﹤0.01%
380
-437
1698
$7.35K ﹤0.01%
916
-48
1699
$7.32K ﹤0.01%
109
+11
1700
$7.28K ﹤0.01%
220
66 67
68
69 70