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
1801
$7.37K ﹤0.01%
109
+74
1802
$7.37K ﹤0.01%
169
+71
1803
$7.36K ﹤0.01%
2,488
+1,429
1804
$7.36K ﹤0.01%
84
+11
1805
$7.34K ﹤0.01%
+462
1806
$7.33K ﹤0.01%
861
+161
1807
$7.32K ﹤0.01%
1,557
-1,225
1808
$7.31K ﹤0.01%
17
+4
1809
$7.3K ﹤0.01%
334
1810
$7.29K ﹤0.01%
297
1811
$7.29K ﹤0.01%
167
1812
$7.26K ﹤0.01%
1,816
-992
1813
$7.25K ﹤0.01%
248
+141
1814
$7.25K ﹤0.01%
65
+6
1815
$7.25K ﹤0.01%
589
+337
1816
$7.24K ﹤0.01%
312
1817
$7.22K ﹤0.01%
45
-6
1818
$7.21K ﹤0.01%
69
+29
1819
$7.21K ﹤0.01%
299
-203
1820
$7.21K ﹤0.01%
14
+3
1821
$7.18K ﹤0.01%
51
+40
1822
$7.13K ﹤0.01%
547
1823
$7.12K ﹤0.01%
582
+526
1824
$7.11K ﹤0.01%
58
+3
1825
$7.1K ﹤0.01%
120
+44
71 72
73
74 75