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
1801
$5.88K ﹤0.01%
95
+41
1802
$5.86K ﹤0.01%
11
-2
1803
$5.84K ﹤0.01%
73
+32
1804
$5.84K ﹤0.01%
339
+95
1805
$5.83K ﹤0.01%
199
+46
1806
$5.82K ﹤0.01%
+100
1807
$5.81K ﹤0.01%
197
+9
1808
$5.79K ﹤0.01%
1,376
-279
1809
$5.79K ﹤0.01%
215
1810
$5.79K ﹤0.01%
250
+243
1811
$5.79K ﹤0.01%
166
-15
1812
$5.79K ﹤0.01%
25
+22
1813
$5.73K ﹤0.01%
194
-16
1814
$5.72K ﹤0.01%
187
-3
1815
$5.72K ﹤0.01%
550
1816
$5.71K ﹤0.01%
160
+28
1817
$5.7K ﹤0.01%
105
+17
1818
$5.7K ﹤0.01%
156
-267
1819
$5.69K ﹤0.01%
494
+337
1820
$5.68K ﹤0.01%
91
+16
1821
$5.67K ﹤0.01%
+609
1822
$5.66K ﹤0.01%
94
+16
1823
$5.66K ﹤0.01%
+100
1824
$5.66K ﹤0.01%
174
+147
1825
$5.64K ﹤0.01%
538
-35
71 72
73
74 75