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
1801
$4.66K ﹤0.01%
370
+268
1802
$4.66K ﹤0.01%
366
1803
$4.64K ﹤0.01%
271
+32
1804
$4.63K ﹤0.01%
312
+82
1805
$4.6K ﹤0.01%
27
+1
1806
$4.6K ﹤0.01%
431
+72
1807
$4.59K ﹤0.01%
120
+34
1808
$4.57K ﹤0.01%
629
+191
1809
$4.56K ﹤0.01%
223
-3,495
1810
$4.55K ﹤0.01%
144
+19
1811
$4.54K ﹤0.01%
77
+8
1812
$4.53K ﹤0.01%
659
1813
$4.53K ﹤0.01%
35
+11
1814
$4.51K ﹤0.01%
1,935
1815
$4.5K ﹤0.01%
153
+14
1816
$4.49K ﹤0.01%
12
+3
1817
$4.49K ﹤0.01%
330
1818
$4.49K ﹤0.01%
185
+112
1819
$4.48K ﹤0.01%
133
+24
1820
$4.47K ﹤0.01%
83
+10
1821
$4.46K ﹤0.01%
56
-11
1822
$4.43K ﹤0.01%
413
1823
$4.42K ﹤0.01%
495
-3
1824
$4.41K ﹤0.01%
38
+6
1825
$4.34K ﹤0.01%
410
71 72
73
74 75