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
1951
$3.82K ﹤0.01%
241
+148
1952
$3.81K ﹤0.01%
84
+51
1953
$3.8K ﹤0.01%
107
1954
$3.79K ﹤0.01%
123
+22
1955
$3.76K ﹤0.01%
192
1956
$3.76K ﹤0.01%
200
1957
$3.74K ﹤0.01%
161
+122
1958
$3.72K ﹤0.01%
35
+25
1959
$3.72K ﹤0.01%
255
+136
1960
$3.71K ﹤0.01%
59
+39
1961
$3.68K ﹤0.01%
+1,935
1962
$3.67K ﹤0.01%
202
+160
1963
$3.67K ﹤0.01%
471
-379
1964
$3.65K ﹤0.01%
320
1965
$3.65K ﹤0.01%
64
-114
1966
$3.64K ﹤0.01%
392
1967
$3.63K ﹤0.01%
182
+175
1968
$3.63K ﹤0.01%
28
-22
1969
$3.61K ﹤0.01%
329
+288
1970
$3.61K ﹤0.01%
104
+13
1971
$3.6K ﹤0.01%
260
+36
1972
$3.59K ﹤0.01%
47
+1
1973
$3.58K ﹤0.01%
303
+203
1974
$3.58K ﹤0.01%
255
+228
1975
$3.56K ﹤0.01%
512
-249
77 78
79
80 81