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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$3.25K ﹤0.01%
389
+44
1952
$3.25K ﹤0.01%
382
+199
1953
$3.24K ﹤0.01%
26
+3
1954
$3.23K ﹤0.01%
282
+247
1955
$3.23K ﹤0.01%
168
+136
1956
$3.21K ﹤0.01%
+316
1957
$3.21K ﹤0.01%
270
+43
1958
$3.2K ﹤0.01%
31
1959
$3.19K ﹤0.01%
284
1960
$3.19K ﹤0.01%
105
-29
1961
$3.19K ﹤0.01%
109
+6
1962
$3.16K ﹤0.01%
34
+20
1963
$3.15K ﹤0.01%
26
1964
$3.14K ﹤0.01%
274
+143
1965
$3.13K ﹤0.01%
40
-1
1966
$3.13K ﹤0.01%
32
+28
1967
$3.11K ﹤0.01%
487
+329
1968
$3.11K ﹤0.01%
114
+18
1969
$3.11K ﹤0.01%
362
+173
1970
$3.1K ﹤0.01%
489
-529
1971
$3.09K ﹤0.01%
38
+2
1972
$3.09K ﹤0.01%
46
+7
1973
$3.09K ﹤0.01%
131
1974
$3.08K ﹤0.01%
+301
1975
$3.07K ﹤0.01%
209
77 78
79
80 81