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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$5.49K ﹤0.01%
65
+12
1727
$5.49K ﹤0.01%
66
-221
1728
$5.48K ﹤0.01%
379
-2,586
1729
$5.46K ﹤0.01%
489
-198
1730
$5.46K ﹤0.01%
61
+27
1731
$5.46K ﹤0.01%
545
+425
1732
$5.43K ﹤0.01%
207
+187
1733
$5.42K ﹤0.01%
878
+744
1734
$5.41K ﹤0.01%
65
+8
1735
$5.38K ﹤0.01%
392
1736
$5.36K ﹤0.01%
223
-194
1737
$5.34K ﹤0.01%
97
-25
1738
$5.32K ﹤0.01%
+506
1739
$5.31K ﹤0.01%
41
-627
1740
$5.3K ﹤0.01%
239
+201
1741
$5.29K ﹤0.01%
550
+485
1742
$5.23K ﹤0.01%
61
-1
1743
$5.23K ﹤0.01%
79
+35
1744
$5.2K ﹤0.01%
778
1745
$5.19K ﹤0.01%
132
-95
1746
$5.19K ﹤0.01%
106
+22
1747
$5.16K ﹤0.01%
2,285
1748
$5.16K ﹤0.01%
76
-8
1749
$5.16K ﹤0.01%
146
-85
1750
$5.14K ﹤0.01%
60
68 69
70
71 72