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
1926
$5.79K ﹤0.01%
147
1927
$5.78K ﹤0.01%
56
+32
1928
$5.78K ﹤0.01%
55
+31
1929
$5.77K ﹤0.01%
82
-48
1930
$5.76K ﹤0.01%
61
+8
1931
$5.76K ﹤0.01%
54
-95
1932
$5.75K ﹤0.01%
29
1933
$5.74K ﹤0.01%
65
1934
$5.74K ﹤0.01%
155
1935
$5.73K ﹤0.01%
84
1936
$5.72K ﹤0.01%
170
-40
1937
$5.7K ﹤0.01%
92
+57
1938
$5.68K ﹤0.01%
151
+7
1939
$5.68K ﹤0.01%
633
1940
$5.67K ﹤0.01%
1,163
+852
1941
$5.67K ﹤0.01%
944
+159
1942
$5.66K ﹤0.01%
109
1943
$5.64K ﹤0.01%
149
+133
1944
$5.63K ﹤0.01%
27
+5
1945
$5.61K ﹤0.01%
934
+202
1946
$5.6K ﹤0.01%
725
+220
1947
$5.58K ﹤0.01%
376
+94
1948
$5.55K ﹤0.01%
154
1949
$5.54K ﹤0.01%
658
+632
1950
$5.52K ﹤0.01%
246
+204
76 77
78
79 80