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
1851
$4.77K ﹤0.01%
321
-66
1852
$4.72K ﹤0.01%
140
+104
1853
$4.72K ﹤0.01%
45
+5
1854
$4.71K ﹤0.01%
55
-25
1855
$4.71K ﹤0.01%
146
+38
1856
$4.7K ﹤0.01%
+945
1857
$4.69K ﹤0.01%
406
+138
1858
$4.68K ﹤0.01%
32
-8
1859
$4.68K ﹤0.01%
129
+82
1860
$4.68K ﹤0.01%
+139
1861
$4.68K ﹤0.01%
87
+28
1862
$4.68K ﹤0.01%
612
+528
1863
$4.67K ﹤0.01%
39
1864
$4.67K ﹤0.01%
21
-56
1865
$4.67K ﹤0.01%
93
+27
1866
$4.67K ﹤0.01%
+255
1867
$4.65K ﹤0.01%
633
-130
1868
$4.65K ﹤0.01%
532
+421
1869
$4.65K ﹤0.01%
115
+26
1870
$4.62K ﹤0.01%
+237
1871
$4.6K ﹤0.01%
446
-54
1872
$4.57K ﹤0.01%
72
+61
1873
$4.57K ﹤0.01%
+29
1874
$4.51K ﹤0.01%
74
-38
1875
$4.5K ﹤0.01%
327
-204
73 74
75
76 77