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
1776
$7.7K ﹤0.01%
688
+179
1777
$7.68K ﹤0.01%
172
+17
1778
$7.68K ﹤0.01%
680
+30
1779
$7.68K ﹤0.01%
186
-9
1780
$7.65K ﹤0.01%
408
+79
1781
$7.63K ﹤0.01%
156
+55
1782
$7.63K ﹤0.01%
177
+30
1783
$7.62K ﹤0.01%
1,805
+1,617
1784
$7.58K ﹤0.01%
391
+119
1785
$7.58K ﹤0.01%
808
+336
1786
$7.54K ﹤0.01%
+262
1787
$7.54K ﹤0.01%
321
1788
$7.54K ﹤0.01%
387
+96
1789
$7.53K ﹤0.01%
319
+108
1790
$7.5K ﹤0.01%
2,500
1791
$7.5K ﹤0.01%
1,231
+88
1792
$7.49K ﹤0.01%
+406
1793
$7.48K ﹤0.01%
69
1794
$7.46K ﹤0.01%
76
+5
1795
$7.46K ﹤0.01%
545
+451
1796
$7.45K ﹤0.01%
117
1797
$7.44K ﹤0.01%
159
1798
$7.41K ﹤0.01%
+200
1799
$7.39K ﹤0.01%
66
+33
1800
$7.38K ﹤0.01%
700
+495
70 71
72
73 74