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
1876
$6.38K ﹤0.01%
188
1877
$6.37K ﹤0.01%
73
-44
1878
$6.37K ﹤0.01%
196
+80
1879
$6.37K ﹤0.01%
203
+121
1880
$6.33K ﹤0.01%
152
1881
$6.33K ﹤0.01%
811
+284
1882
$6.31K ﹤0.01%
911
-6
1883
$6.3K ﹤0.01%
9
+4
1884
$6.28K ﹤0.01%
199
1885
$6.27K ﹤0.01%
40
-43
1886
$6.27K ﹤0.01%
280
+158
1887
$6.26K ﹤0.01%
1,842
-96
1888
$6.25K ﹤0.01%
395
1889
$6.15K ﹤0.01%
27
+11
1890
$6.15K ﹤0.01%
247
1891
$6.14K ﹤0.01%
62
-22
1892
$6.12K ﹤0.01%
284
+80
1893
$6.1K ﹤0.01%
142
1894
$6.1K ﹤0.01%
+20
1895
$6.09K ﹤0.01%
384
+45
1896
$6.08K ﹤0.01%
479
+363
1897
$6.07K ﹤0.01%
265
+194
1898
$6.07K ﹤0.01%
46
-18
1899
$6.04K ﹤0.01%
162
+21
1900
$6.03K ﹤0.01%
589
74 75
76
77 78