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
1776
$4.96K ﹤0.01%
1,450
1777
$4.93K ﹤0.01%
487
+56
1778
$4.93K ﹤0.01%
239
-403
1779
$4.91K ﹤0.01%
22
-6
1780
$4.89K ﹤0.01%
43
+6
1781
$4.88K ﹤0.01%
57
-27
1782
$4.86K ﹤0.01%
49
-14
1783
$4.85K ﹤0.01%
1,589
+842
1784
$4.82K ﹤0.01%
3,048
+132
1785
$4.81K ﹤0.01%
72
+3
1786
$4.8K ﹤0.01%
152
1787
$4.78K ﹤0.01%
19
+1
1788
$4.77K ﹤0.01%
45
1789
$4.75K ﹤0.01%
38
+14
1790
$4.75K ﹤0.01%
110
+26
1791
$4.71K ﹤0.01%
80
1792
$4.71K ﹤0.01%
67
-16
1793
$4.71K ﹤0.01%
323
-158
1794
$4.71K ﹤0.01%
72
+30
1795
$4.7K ﹤0.01%
132
+21
1796
$4.7K ﹤0.01%
173
+8
1797
$4.69K ﹤0.01%
309
-37
1798
$4.67K ﹤0.01%
62
-10
1799
$4.67K ﹤0.01%
283
1800
$4.67K ﹤0.01%
856
-1,532
70 71
72
73 74