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
1826
$4.33K ﹤0.01%
373
-41
1827
$4.29K ﹤0.01%
215
1828
$4.29K ﹤0.01%
190
-20
1829
$4.25K ﹤0.01%
94
-81
1830
$4.24K ﹤0.01%
+430
1831
$4.24K ﹤0.01%
191
+180
1832
$4.23K ﹤0.01%
+220
1833
$4.22K ﹤0.01%
282
1834
$4.21K ﹤0.01%
416
1835
$4.21K ﹤0.01%
172
1836
$4.21K ﹤0.01%
106
+5
1837
$4.19K ﹤0.01%
125
-68
1838
$4.19K ﹤0.01%
88
-42
1839
$4.18K ﹤0.01%
319
1840
$4.18K ﹤0.01%
36
+3
1841
$4.17K ﹤0.01%
417
-428
1842
$4.17K ﹤0.01%
51
-5
1843
$4.17K ﹤0.01%
79
+4
1844
$4.16K ﹤0.01%
84
-141
1845
$4.15K ﹤0.01%
74
-82
1846
$4.15K ﹤0.01%
43
+8
1847
$4.15K ﹤0.01%
246
-450
1848
$4.14K ﹤0.01%
18
+2
1849
$4.11K ﹤0.01%
268
+112
1850
$4.11K ﹤0.01%
25
-4
72 73
74
75 76