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
1751
$8.06K ﹤0.01%
1,346
-103
1752
$8.04K ﹤0.01%
548
1753
$8.03K ﹤0.01%
92
1754
$8.02K ﹤0.01%
295
1755
$8.02K ﹤0.01%
92
1756
$8.01K ﹤0.01%
359
+24
1757
$7.98K ﹤0.01%
3,807
+989
1758
$7.96K ﹤0.01%
290
+14
1759
$7.93K ﹤0.01%
+306
1760
$7.93K ﹤0.01%
44
+37
1761
$7.91K ﹤0.01%
+362
1762
$7.88K ﹤0.01%
1,534
+1,236
1763
$7.87K ﹤0.01%
66
+11
1764
$7.87K ﹤0.01%
70
1765
$7.83K ﹤0.01%
27
+7
1766
$7.82K ﹤0.01%
+800
1767
$7.82K ﹤0.01%
559
-276
1768
$7.81K ﹤0.01%
5,069
+795
1769
$7.79K ﹤0.01%
48
+37
1770
$7.79K ﹤0.01%
157
-190
1771
$7.77K ﹤0.01%
1,787
+930
1772
$7.74K ﹤0.01%
106
+96
1773
$7.73K ﹤0.01%
179
1774
$7.73K ﹤0.01%
+697
1775
$7.72K ﹤0.01%
95
+29
69 70
71
72 73