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
1901
$4.9K ﹤0.01%
574
+493
1902
$4.89K ﹤0.01%
+1,081
1903
$4.88K ﹤0.01%
1,015
+4
1904
$4.87K ﹤0.01%
107
-16
1905
$4.86K ﹤0.01%
168
1906
$4.86K ﹤0.01%
144
+124
1907
$4.82K ﹤0.01%
+843
1908
$4.82K ﹤0.01%
+1,791
1909
$4.81K ﹤0.01%
49
+24
1910
$4.79K ﹤0.01%
400
1911
$4.79K ﹤0.01%
57
-12
1912
$4.79K ﹤0.01%
207
-54
1913
$4.78K ﹤0.01%
94
+22
1914
$4.78K ﹤0.01%
+94
1915
$4.77K ﹤0.01%
382
1916
$4.73K ﹤0.01%
99
+14
1917
$4.73K ﹤0.01%
69
-65
1918
$4.68K ﹤0.01%
109
+27
1919
$4.68K ﹤0.01%
+289
1920
$4.68K ﹤0.01%
197
1921
$4.67K ﹤0.01%
46
+15
1922
$4.65K ﹤0.01%
200
-2,500
1923
$4.64K ﹤0.01%
123
+98
1924
$4.63K ﹤0.01%
534
-844
1925
$4.63K ﹤0.01%
96
-104
75 76
77
78 79