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
151
$667K 0.08%
9,265
-449
152
$658K 0.08%
9,722
+378
153
$655K 0.08%
60,165
-111,485
154
$647K 0.08%
2,194
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155
$645K 0.08%
2,502
+73
156
$636K 0.08%
2,041
+108
157
$629K 0.08%
15,778
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158
$623K 0.08%
9,616
+320
159
$618K 0.08%
1,866
+1
160
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3,442
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161
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22,614
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162
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2,235
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163
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19,182
164
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21,776
-7,771
165
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166
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167
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169
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170
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171
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3,194
172
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2,662
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173
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1,462
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174
$547K 0.07%
1,632
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175
$544K 0.07%
4,954
+85
5 6
7
8 9