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
1826
$5.62K ﹤0.01%
190
+116
1827
$5.61K ﹤0.01%
130
+111
1828
$5.6K ﹤0.01%
221
+197
1829
$5.59K ﹤0.01%
38
+25
1830
$5.57K ﹤0.01%
210
+191
1831
$5.57K ﹤0.01%
296
+69
1832
$5.56K ﹤0.01%
65
1833
$5.56K ﹤0.01%
1,759
+1,727
1834
$5.56K ﹤0.01%
103
-74
1835
$5.55K ﹤0.01%
39
1836
$5.54K ﹤0.01%
1,021
+143
1837
$5.53K ﹤0.01%
617
+497
1838
$5.51K ﹤0.01%
364
+55
1839
$5.49K ﹤0.01%
121
1840
$5.48K ﹤0.01%
59
-14
1841
$5.43K ﹤0.01%
1,143
+672
1842
$5.43K ﹤0.01%
438
+85
1843
$5.4K ﹤0.01%
593
-123
1844
$5.39K ﹤0.01%
413
1845
$5.38K ﹤0.01%
205
+122
1846
$5.37K ﹤0.01%
708
-38
1847
$5.35K ﹤0.01%
26
-1
1848
$5.35K ﹤0.01%
297
+264
1849
$5.31K ﹤0.01%
534
-16
1850
$5.31K ﹤0.01%
+500
72 73
74
75 76