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
1876
$5.11K ﹤0.01%
195
+164
1877
$5.11K ﹤0.01%
1,493
-1,232
1878
$5.08K ﹤0.01%
77
+58
1879
$5.07K ﹤0.01%
383
-721
1880
$5.07K ﹤0.01%
80
1881
$5.07K ﹤0.01%
169
-14
1882
$5.05K ﹤0.01%
95
+69
1883
$5.05K ﹤0.01%
+96
1884
$5.04K ﹤0.01%
174
+156
1885
$5.03K ﹤0.01%
136
1886
$5.03K ﹤0.01%
37
+34
1887
$5.03K ﹤0.01%
489
1888
$5.03K ﹤0.01%
334
-31
1889
$5.02K ﹤0.01%
785
+360
1890
$5.02K ﹤0.01%
67
+61
1891
$4.99K ﹤0.01%
141
+110
1892
$4.99K ﹤0.01%
354
+235
1893
$4.97K ﹤0.01%
42
+26
1894
$4.96K ﹤0.01%
807
+498
1895
$4.95K ﹤0.01%
84
1896
$4.94K ﹤0.01%
308
1897
$4.94K ﹤0.01%
70
-97
1898
$4.92K ﹤0.01%
447
+232
1899
$4.92K ﹤0.01%
539
-800
1900
$4.9K ﹤0.01%
+646
74 75
76
77 78