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
1701
$8.74K ﹤0.01%
486
-589
1702
$8.7K ﹤0.01%
276
1703
$8.69K ﹤0.01%
307
+133
1704
$8.69K ﹤0.01%
31
+21
1705
$8.67K ﹤0.01%
810
+102
1706
$8.66K ﹤0.01%
1,011
1707
$8.64K ﹤0.01%
216
1708
$8.64K ﹤0.01%
191
-57
1709
$8.63K ﹤0.01%
619
+572
1710
$8.61K ﹤0.01%
110
+109
1711
$8.59K ﹤0.01%
2,603
+19
1712
$8.58K ﹤0.01%
586
+373
1713
$8.55K ﹤0.01%
196
+105
1714
$8.55K ﹤0.01%
63
+3
1715
$8.54K ﹤0.01%
671
+271
1716
$8.54K ﹤0.01%
43
+30
1717
$8.53K ﹤0.01%
60
+24
1718
$8.53K ﹤0.01%
+159
1719
$8.47K ﹤0.01%
1,546
+567
1720
$8.47K ﹤0.01%
+1,551
1721
$8.47K ﹤0.01%
96
+72
1722
$8.46K ﹤0.01%
1,170
-544
1723
$8.45K ﹤0.01%
414
+221
1724
$8.45K ﹤0.01%
+561
1725
$8.45K ﹤0.01%
150
67 68
69
70 71