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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$6.11K ﹤0.01%
351
+334
1702
$6.1K ﹤0.01%
572
-579
1703
$6.1K ﹤0.01%
+55
1704
$6.09K ﹤0.01%
706
1705
$6.09K ﹤0.01%
977
+479
1706
$6.09K ﹤0.01%
54
-7
1707
$6.08K ﹤0.01%
434
+354
1708
$6.08K ﹤0.01%
33
+22
1709
$6.06K ﹤0.01%
228
+217
1710
$6.05K ﹤0.01%
56
+54
1711
$6.03K ﹤0.01%
389
+201
1712
$6.01K ﹤0.01%
231
-97
1713
$6K ﹤0.01%
171
-1,032
1714
$6K ﹤0.01%
391
+227
1715
$5.99K ﹤0.01%
+269
1716
$5.97K ﹤0.01%
568
-717
1717
$5.96K ﹤0.01%
185
1718
$5.95K ﹤0.01%
+113
1719
$5.94K ﹤0.01%
25
+12
1720
$5.94K ﹤0.01%
70
1721
$5.93K ﹤0.01%
+217
1722
$5.93K ﹤0.01%
+137
1723
$5.91K ﹤0.01%
147
+103
1724
$5.9K ﹤0.01%
133
+46
1725
$5.9K ﹤0.01%
63
+25
67 68
69
70 71