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
1876
$4.49K ﹤0.01%
1,459
1877
$4.49K ﹤0.01%
151
+55
1878
$4.47K ﹤0.01%
250
1879
$4.46K ﹤0.01%
729
+264
1880
$4.43K ﹤0.01%
229
+116
1881
$4.43K ﹤0.01%
43
+13
1882
$4.42K ﹤0.01%
317
-66
1883
$4.42K ﹤0.01%
208
1884
$4.42K ﹤0.01%
1,500
+931
1885
$4.42K ﹤0.01%
54
+7
1886
$4.4K ﹤0.01%
204
-77
1887
$4.38K ﹤0.01%
+361
1888
$4.36K ﹤0.01%
107
+26
1889
$4.36K ﹤0.01%
44
-10
1890
$4.35K ﹤0.01%
70
+2
1891
$4.34K ﹤0.01%
115
-68
1892
$4.33K ﹤0.01%
155
-134
1893
$4.33K ﹤0.01%
305
+5
1894
$4.33K ﹤0.01%
105
+86
1895
$4.32K ﹤0.01%
124
+18
1896
$4.31K ﹤0.01%
995
-1,725
1897
$4.3K ﹤0.01%
124
+36
1898
$4.29K ﹤0.01%
309
-183
1899
$4.29K ﹤0.01%
18
+15
1900
$4.25K ﹤0.01%
231
74 75
76
77 78