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
1851
$6.73K ﹤0.01%
1,935
1852
$6.72K ﹤0.01%
155
-163
1853
$6.71K ﹤0.01%
3,136
-1,524
1854
$6.71K ﹤0.01%
121
+14
1855
$6.71K ﹤0.01%
591
-15
1856
$6.7K ﹤0.01%
217
+89
1857
$6.67K ﹤0.01%
182
+113
1858
$6.67K ﹤0.01%
216
1859
$6.65K ﹤0.01%
179
+3
1860
$6.61K ﹤0.01%
120
1861
$6.6K ﹤0.01%
186
+13
1862
$6.57K ﹤0.01%
128
1863
$6.57K ﹤0.01%
723
+235
1864
$6.56K ﹤0.01%
1,454
-204
1865
$6.55K ﹤0.01%
52
-68
1866
$6.55K ﹤0.01%
91
+61
1867
$6.53K ﹤0.01%
174
-8
1868
$6.51K ﹤0.01%
154
-268
1869
$6.51K ﹤0.01%
135
-40
1870
$6.45K ﹤0.01%
1,155
+798
1871
$6.44K ﹤0.01%
106
+55
1872
$6.44K ﹤0.01%
1,062
-149
1873
$6.4K ﹤0.01%
83
-3
1874
$6.38K ﹤0.01%
328
+259
1875
$6.38K ﹤0.01%
83
+68
73 74
75
76 77