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
1701
$7.26K ﹤0.01%
303
1702
$7.24K ﹤0.01%
+140
1703
$7.23K ﹤0.01%
504
-173
1704
$7.22K ﹤0.01%
159
+53
1705
$7.2K ﹤0.01%
715
+345
1706
$7.2K ﹤0.01%
474
1707
$7.16K ﹤0.01%
65
+22
1708
$7.15K ﹤0.01%
214
1709
$7.12K ﹤0.01%
70
1710
$7.12K ﹤0.01%
55
1711
$7.1K ﹤0.01%
133
1712
$7.08K ﹤0.01%
445
-92
1713
$7.08K ﹤0.01%
164
-55
1714
$7.07K ﹤0.01%
116
1715
$7.05K ﹤0.01%
+190
1716
$7.03K ﹤0.01%
321
-191
1717
$6.99K ﹤0.01%
178
+112
1718
$6.98K ﹤0.01%
83
+19
1719
$6.98K ﹤0.01%
70
+66
1720
$6.98K ﹤0.01%
513
+486
1721
$6.92K ﹤0.01%
548
+367
1722
$6.9K ﹤0.01%
780
+380
1723
$6.89K ﹤0.01%
92
1724
$6.84K ﹤0.01%
12,000
1725
$6.83K ﹤0.01%
+500
67 68
69
70 71