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
1726
$6.83K ﹤0.01%
979
-1,089
1727
$6.82K ﹤0.01%
101
+52
1728
$6.8K ﹤0.01%
92
-9
1729
$6.79K ﹤0.01%
295
1730
$6.79K ﹤0.01%
80
-102
1731
$6.78K ﹤0.01%
77
+17
1732
$6.76K ﹤0.01%
60
+17
1733
$6.75K ﹤0.01%
70
+28
1734
$6.74K ﹤0.01%
2,285
1735
$6.74K ﹤0.01%
+194
1736
$6.73K ﹤0.01%
179
-34
1737
$6.69K ﹤0.01%
4,583
+441
1738
$6.69K ﹤0.01%
237
+174
1739
$6.68K ﹤0.01%
+100
1740
$6.65K ﹤0.01%
182
-164
1741
$6.63K ﹤0.01%
92
-13
1742
$6.62K ﹤0.01%
64
+3
1743
$6.57K ﹤0.01%
247
+168
1744
$6.57K ﹤0.01%
475
-1,055
1745
$6.56K ﹤0.01%
152
1746
$6.55K ﹤0.01%
210
-133
1747
$6.53K ﹤0.01%
150
+90
1748
$6.52K ﹤0.01%
173
1749
$6.5K ﹤0.01%
237
-9
1750
$6.5K ﹤0.01%
163
+111
68 69
70
71 72