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
151
$768K 0.08%
3,125
+898
152
$757K 0.08%
16,550
+1,950
153
$742K 0.07%
5,096
-739
154
$734K 0.07%
6,325
+1,297
155
$712K 0.07%
9,013
+2,351
156
$705K 0.07%
3,700
+80
157
$694K 0.07%
6,396
+1,316
158
$693K 0.07%
29,932
+3,000
159
$680K 0.07%
8,256
+1,216
160
$665K 0.07%
20,532
-1,936
161
$664K 0.07%
39,600
+3,783
162
$661K 0.07%
2,744
+397
163
$655K 0.07%
3,744
164
$651K 0.07%
5,710
165
$651K 0.07%
1,264
+169
166
$649K 0.06%
11,303
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167
$645K 0.06%
2,988
+722
168
$637K 0.06%
5,347
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169
$629K 0.06%
4,795
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170
$617K 0.06%
2,061
-164
171
$614K 0.06%
1,332
+40
172
$612K 0.06%
5,310
-554
173
$592K 0.06%
15,112
-660
174
$588K 0.06%
4,126
-2,202
175
$587K 0.06%
3,589
+338
5 6
7
8 9