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
1901
$4.23K ﹤0.01%
402
+392
1902
$4.23K ﹤0.01%
42
-115
1903
$4.23K ﹤0.01%
208
+185
1904
$4.22K ﹤0.01%
116
+62
1905
$4.22K ﹤0.01%
80
-13
1906
$4.2K ﹤0.01%
162
+96
1907
$4.2K ﹤0.01%
344
-117
1908
$4.19K ﹤0.01%
+66
1909
$4.19K ﹤0.01%
76
-61
1910
$4.18K ﹤0.01%
149
+37
1911
$4.17K ﹤0.01%
328
+308
1912
$4.17K ﹤0.01%
92
-79
1913
$4.16K ﹤0.01%
331
+80
1914
$4.15K ﹤0.01%
359
1915
$4.15K ﹤0.01%
+284
1916
$4.12K ﹤0.01%
+39
1917
$4.12K ﹤0.01%
154
+65
1918
$4.11K ﹤0.01%
32
-14
1919
$4.09K ﹤0.01%
271
-387
1920
$4.09K ﹤0.01%
38
1921
$4.07K ﹤0.01%
45
-215
1922
$4.07K ﹤0.01%
550
-96
1923
$4.06K ﹤0.01%
68
-47
1924
$4.06K ﹤0.01%
385
+207
1925
$4.05K ﹤0.01%
73
+53
75 76
77
78 79