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
1751
$5.67K ﹤0.01%
20
-67
1752
$5.66K ﹤0.01%
41
+26
1753
$5.66K ﹤0.01%
146
-4
1754
$5.64K ﹤0.01%
235
+1
1755
$5.63K ﹤0.01%
200
1756
$5.63K ﹤0.01%
43
+6
1757
$5.62K ﹤0.01%
14
-24
1758
$5.59K ﹤0.01%
68
+1
1759
$5.57K ﹤0.01%
175
+88
1760
$5.56K ﹤0.01%
753
-73
1761
$5.55K ﹤0.01%
194
+159
1762
$5.54K ﹤0.01%
2,884
+2,053
1763
$5.52K ﹤0.01%
60
-7
1764
$5.52K ﹤0.01%
2,999
1765
$5.51K ﹤0.01%
218
-309
1766
$5.51K ﹤0.01%
543
-72
1767
$5.51K ﹤0.01%
125
1768
$5.5K ﹤0.01%
+382
1769
$5.5K ﹤0.01%
139
+19
1770
$5.5K ﹤0.01%
204
-12
1771
$5.5K ﹤0.01%
139
-30
1772
$5.48K ﹤0.01%
117
+24
1773
$5.48K ﹤0.01%
125
-170
1774
$5.45K ﹤0.01%
239
+174
1775
$5.44K ﹤0.01%
128
69 70
71
72 73