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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$3.89K ﹤0.01%
157
-74
1877
$3.88K ﹤0.01%
90
-9
1878
$3.88K ﹤0.01%
122
1879
$3.87K ﹤0.01%
112
-5
1880
$3.87K ﹤0.01%
104
+8
1881
$3.86K ﹤0.01%
197
1882
$3.86K ﹤0.01%
52
+9
1883
$3.86K ﹤0.01%
+227
1884
$3.85K ﹤0.01%
836
+779
1885
$3.85K ﹤0.01%
599
+153
1886
$3.84K ﹤0.01%
341
+46
1887
$3.83K ﹤0.01%
136
1888
$3.82K ﹤0.01%
78
+55
1889
$3.81K ﹤0.01%
88
-214
1890
$3.81K ﹤0.01%
369
1891
$3.81K ﹤0.01%
35
1892
$3.8K ﹤0.01%
209
1893
$3.8K ﹤0.01%
114
+39
1894
$3.8K ﹤0.01%
220
-475
1895
$3.79K ﹤0.01%
168
1896
$3.77K ﹤0.01%
21
+3
1897
$3.75K ﹤0.01%
153
1898
$3.75K ﹤0.01%
183
+95
1899
$3.75K ﹤0.01%
130
+17
1900
$3.74K ﹤0.01%
50
-58
74 75
76
77 78