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
1776
$5.44K ﹤0.01%
109
+13
1777
$5.43K ﹤0.01%
128
1778
$5.42K ﹤0.01%
79
-7
1779
$5.42K ﹤0.01%
550
1780
$5.42K ﹤0.01%
1,060
+1,024
1781
$5.42K ﹤0.01%
60
1782
$5.4K ﹤0.01%
180
-590
1783
$5.4K ﹤0.01%
178
+81
1784
$5.4K ﹤0.01%
57
+48
1785
$5.4K ﹤0.01%
435
-229
1786
$5.4K ﹤0.01%
146
-166
1787
$5.38K ﹤0.01%
105
1788
$5.37K ﹤0.01%
290
+190
1789
$5.33K ﹤0.01%
56
-96
1790
$5.33K ﹤0.01%
129
-11
1791
$5.32K ﹤0.01%
82
-104
1792
$5.31K ﹤0.01%
849
+673
1793
$5.3K ﹤0.01%
345
+197
1794
$5.29K ﹤0.01%
16
+5
1795
$5.28K ﹤0.01%
44
-132
1796
$5.27K ﹤0.01%
115
+70
1797
$5.26K ﹤0.01%
425
-467
1798
$5.26K ﹤0.01%
1,047
+866
1799
$5.24K ﹤0.01%
897
-1,596
1800
$5.21K ﹤0.01%
728
-143
70 71
72
73 74