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
1776
$6.14K ﹤0.01%
436
+54
1777
$6.1K ﹤0.01%
79
+7
1778
$6.1K ﹤0.01%
2,006
1779
$6.09K ﹤0.01%
742
1780
$6.09K ﹤0.01%
392
+312
1781
$6.08K ﹤0.01%
55
1782
$6.07K ﹤0.01%
4,338
-1,111
1783
$6.05K ﹤0.01%
154
-14
1784
$6.04K ﹤0.01%
118
-2
1785
$6.04K ﹤0.01%
170
+128
1786
$6.04K ﹤0.01%
93
+21
1787
$6.01K ﹤0.01%
31
-3
1788
$6K ﹤0.01%
167
+34
1789
$5.99K ﹤0.01%
392
1790
$5.99K ﹤0.01%
246
+118
1791
$5.99K ﹤0.01%
75
1792
$5.97K ﹤0.01%
260
-207
1793
$5.94K ﹤0.01%
542
+455
1794
$5.94K ﹤0.01%
636
-42
1795
$5.93K ﹤0.01%
142
+104
1796
$5.92K ﹤0.01%
1,315
-214
1797
$5.92K ﹤0.01%
+576
1798
$5.91K ﹤0.01%
42
-1
1799
$5.88K ﹤0.01%
422
+332
1800
$5.88K ﹤0.01%
359
-35
70 71
72
73 74