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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$4.98K ﹤0.01%
154
-264
1827
$4.96K ﹤0.01%
608
1828
$4.93K ﹤0.01%
631
+106
1829
$4.93K ﹤0.01%
538
+517
1830
$4.92K ﹤0.01%
469
+6
1831
$4.92K ﹤0.01%
313
+171
1832
$4.91K ﹤0.01%
837
+340
1833
$4.9K ﹤0.01%
881
+673
1834
$4.89K ﹤0.01%
143
-127
1835
$4.88K ﹤0.01%
43
+16
1836
$4.87K ﹤0.01%
58
-11
1837
$4.87K ﹤0.01%
245
1838
$4.86K ﹤0.01%
69
+3
1839
$4.86K ﹤0.01%
526
-36
1840
$4.85K ﹤0.01%
208
+28
1841
$4.84K ﹤0.01%
190
+58
1842
$4.83K ﹤0.01%
271
-42
1843
$4.83K ﹤0.01%
155
+74
1844
$4.81K ﹤0.01%
798
+334
1845
$4.81K ﹤0.01%
166
-36
1846
$4.8K ﹤0.01%
138
-73
1847
$4.79K ﹤0.01%
274
-47
1848
$4.79K ﹤0.01%
120
-2
1849
$4.77K ﹤0.01%
197
1850
$4.77K ﹤0.01%
518
-43
72 73
74
75 76