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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$8.44K ﹤0.01%
216
1727
$8.42K ﹤0.01%
371
1728
$8.42K ﹤0.01%
273
-41
1729
$8.41K ﹤0.01%
164
+94
1730
$8.39K ﹤0.01%
1,000
-66
1731
$8.38K ﹤0.01%
459
1732
$8.38K ﹤0.01%
1,182
1733
$8.38K ﹤0.01%
200
-121
1734
$8.36K ﹤0.01%
154
-162
1735
$8.31K ﹤0.01%
798
+56
1736
$8.28K ﹤0.01%
274
+35
1737
$8.26K ﹤0.01%
+1,025
1738
$8.26K ﹤0.01%
116
-127
1739
$8.25K ﹤0.01%
359
+42
1740
$8.25K ﹤0.01%
69
+18
1741
$8.23K ﹤0.01%
592
+25
1742
$8.2K ﹤0.01%
303
+285
1743
$8.2K ﹤0.01%
226
1744
$8.16K ﹤0.01%
895
+430
1745
$8.14K ﹤0.01%
15
-5
1746
$8.13K ﹤0.01%
36
+15
1747
$8.1K ﹤0.01%
336
-57
1748
$8.09K ﹤0.01%
323
+281
1749
$8.07K ﹤0.01%
+80
1750
$8.07K ﹤0.01%
442
+78
68 69
70
71 72