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
1926
$4.05K ﹤0.01%
116
-123
1927
$4.04K ﹤0.01%
51
+41
1928
$4.03K ﹤0.01%
969
1929
$4.02K ﹤0.01%
79
+38
1930
$4.02K ﹤0.01%
308
1931
$4.02K ﹤0.01%
477
+133
1932
$4.01K ﹤0.01%
+112
1933
$4K ﹤0.01%
153
+107
1934
$3.98K ﹤0.01%
64
1935
$3.97K ﹤0.01%
148
+30
1936
$3.96K ﹤0.01%
36
+13
1937
$3.96K ﹤0.01%
291
+240
1938
$3.95K ﹤0.01%
138
1939
$3.94K ﹤0.01%
624
+494
1940
$3.94K ﹤0.01%
182
+2
1941
$3.93K ﹤0.01%
676
+314
1942
$3.91K ﹤0.01%
215
+88
1943
$3.9K ﹤0.01%
122
+66
1944
$3.9K ﹤0.01%
166
-16
1945
$3.89K ﹤0.01%
456
-220
1946
$3.88K ﹤0.01%
112
+5
1947
$3.87K ﹤0.01%
160
+59
1948
$3.87K ﹤0.01%
47
+36
1949
$3.85K ﹤0.01%
437
-147
1950
$3.83K ﹤0.01%
336
+152
76 77
78
79 80