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
1826
$7.07K ﹤0.01%
134
1827
$7.05K ﹤0.01%
110
+20
1828
$7.04K ﹤0.01%
549
1829
$6.92K ﹤0.01%
39
1830
$6.92K ﹤0.01%
524
+346
1831
$6.92K ﹤0.01%
+730
1832
$6.91K ﹤0.01%
92
1833
$6.91K ﹤0.01%
126
1834
$6.91K ﹤0.01%
140
1835
$6.9K ﹤0.01%
990
+74
1836
$6.9K ﹤0.01%
108
-172
1837
$6.89K ﹤0.01%
247
+97
1838
$6.88K ﹤0.01%
327
-21
1839
$6.86K ﹤0.01%
84
+71
1840
$6.85K ﹤0.01%
404
+166
1841
$6.84K ﹤0.01%
38
-12
1842
$6.82K ﹤0.01%
97
+7
1843
$6.81K ﹤0.01%
347
+234
1844
$6.81K ﹤0.01%
92
-4
1845
$6.8K ﹤0.01%
474
1846
$6.8K ﹤0.01%
73
+59
1847
$6.8K ﹤0.01%
91
-136
1848
$6.8K ﹤0.01%
159
-263
1849
$6.79K ﹤0.01%
+1,190
1850
$6.79K ﹤0.01%
154
+20
72 73
74
75 76