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
1726
$5.89K ﹤0.01%
58
+42
1727
$5.86K ﹤0.01%
141
+69
1728
$5.86K ﹤0.01%
+177
1729
$5.84K ﹤0.01%
71
-61
1730
$5.84K ﹤0.01%
121
-61
1731
$5.83K ﹤0.01%
151
+119
1732
$5.83K ﹤0.01%
136
1733
$5.82K ﹤0.01%
506
1734
$5.8K ﹤0.01%
+600
1735
$5.79K ﹤0.01%
117
+18
1736
$5.79K ﹤0.01%
857
+506
1737
$5.78K ﹤0.01%
241
+28
1738
$5.77K ﹤0.01%
89
+20
1739
$5.76K ﹤0.01%
89
+73
1740
$5.74K ﹤0.01%
224
+148
1741
$5.74K ﹤0.01%
171
+149
1742
$5.72K ﹤0.01%
140
+1
1743
$5.72K ﹤0.01%
+196
1744
$5.71K ﹤0.01%
203
+149
1745
$5.71K ﹤0.01%
113
-95
1746
$5.71K ﹤0.01%
246
-256
1747
$5.69K ﹤0.01%
78
+28
1748
$5.67K ﹤0.01%
+1,091
1749
$5.67K ﹤0.01%
365
+272
1750
$5.67K ﹤0.01%
147
+21
68 69
70
71 72