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
1751
$5.14K ﹤0.01%
31
-8
1752
$5.13K ﹤0.01%
252
-21
1753
$5.13K ﹤0.01%
428
+81
1754
$5.13K ﹤0.01%
729
1755
$5.12K ﹤0.01%
188
+18
1756
$5.12K ﹤0.01%
261
+67
1757
$5.11K ﹤0.01%
678
+67
1758
$5.11K ﹤0.01%
65
1759
$5.09K ﹤0.01%
42
+11
1760
$5.08K ﹤0.01%
+462
1761
$5.07K ﹤0.01%
75
1762
$5.06K ﹤0.01%
400
+51
1763
$5.06K ﹤0.01%
69
+16
1764
$5.06K ﹤0.01%
123
+16
1765
$5.05K ﹤0.01%
596
+106
1766
$5.04K ﹤0.01%
39
1767
$5.04K ﹤0.01%
365
1768
$5.03K ﹤0.01%
90
+86
1769
$5.03K ﹤0.01%
220
+157
1770
$5.02K ﹤0.01%
83
1771
$5.02K ﹤0.01%
49
+18
1772
$4.99K ﹤0.01%
78
1773
$4.99K ﹤0.01%
+105
1774
$4.99K ﹤0.01%
742
1775
$4.97K ﹤0.01%
382
69 70
71
72 73