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
1926
$4.62K ﹤0.01%
47
-93
1927
$4.62K ﹤0.01%
85
-16
1928
$4.59K ﹤0.01%
19
+9
1929
$4.56K ﹤0.01%
295
+240
1930
$4.55K ﹤0.01%
143
-1
1931
$4.55K ﹤0.01%
772
-212
1932
$4.54K ﹤0.01%
619
-915
1933
$4.54K ﹤0.01%
502
+15
1934
$4.54K ﹤0.01%
402
+120
1935
$4.53K ﹤0.01%
+705
1936
$4.53K ﹤0.01%
633
1937
$4.53K ﹤0.01%
467
+409
1938
$4.51K ﹤0.01%
98
+67
1939
$4.51K ﹤0.01%
165
-8
1940
$4.5K ﹤0.01%
310
-250
1941
$4.49K ﹤0.01%
308
-62
1942
$4.47K ﹤0.01%
84
+1
1943
$4.47K ﹤0.01%
36
-2
1944
$4.46K ﹤0.01%
97
+38
1945
$4.46K ﹤0.01%
35
1946
$4.45K ﹤0.01%
37
+2
1947
$4.44K ﹤0.01%
129
-72
1948
$4.44K ﹤0.01%
2,940
-5,917
1949
$4.43K ﹤0.01%
244
+89
1950
$4.43K ﹤0.01%
25
+4
76 77
78
79 80