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
1751
$6.48K ﹤0.01%
123
+35
1752
$6.47K ﹤0.01%
153
+1
1753
$6.45K ﹤0.01%
593
-3
1754
$6.45K ﹤0.01%
117
1755
$6.42K ﹤0.01%
431
+268
1756
$6.4K ﹤0.01%
584
-851
1757
$6.38K ﹤0.01%
69
-9
1758
$6.37K ﹤0.01%
231
-121
1759
$6.32K ﹤0.01%
642
+457
1760
$6.28K ﹤0.01%
120
+10
1761
$6.27K ﹤0.01%
754
-307
1762
$6.25K ﹤0.01%
223
+183
1763
$6.25K ﹤0.01%
+119
1764
$6.24K ﹤0.01%
128
1765
$6.23K ﹤0.01%
504
-128
1766
$6.23K ﹤0.01%
155
+133
1767
$6.21K ﹤0.01%
83
1768
$6.2K ﹤0.01%
79
+46
1769
$6.19K ﹤0.01%
229
-379
1770
$6.19K ﹤0.01%
366
-255
1771
$6.18K ﹤0.01%
60
+32
1772
$6.17K ﹤0.01%
62
+31
1773
$6.16K ﹤0.01%
447
+74
1774
$6.15K ﹤0.01%
+120
1775
$6.15K ﹤0.01%
+155
69 70
71
72 73