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
1851
$5.31K ﹤0.01%
2,916
-132
1852
$5.3K ﹤0.01%
416
+47
1853
$5.3K ﹤0.01%
395
+46
1854
$5.28K ﹤0.01%
407
1855
$5.25K ﹤0.01%
+756
1856
$5.25K ﹤0.01%
437
+27
1857
$5.23K ﹤0.01%
250
+79
1858
$5.22K ﹤0.01%
310
+28
1859
$5.22K ﹤0.01%
315
+220
1860
$5.21K ﹤0.01%
796
+379
1861
$5.21K ﹤0.01%
349
-113
1862
$5.21K ﹤0.01%
67
1863
$5.21K ﹤0.01%
547
1864
$5.2K ﹤0.01%
112
-7
1865
$5.19K ﹤0.01%
474
-373
1866
$5.18K ﹤0.01%
266
+72
1867
$5.16K ﹤0.01%
659
1868
$5.15K ﹤0.01%
3,346
+2,605
1869
$5.15K ﹤0.01%
+218
1870
$5.14K ﹤0.01%
200
1871
$5.14K ﹤0.01%
29
+14
1872
$5.13K ﹤0.01%
1,597
+949
1873
$5.12K ﹤0.01%
122
1874
$5.12K ﹤0.01%
55
-19
1875
$5.11K ﹤0.01%
135
+5
73 74
75
76 77