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
1951
$4.43K ﹤0.01%
90
1952
$4.39K ﹤0.01%
28
+3
1953
$4.38K ﹤0.01%
22
+14
1954
$4.38K ﹤0.01%
1,450
1955
$4.37K ﹤0.01%
184
+165
1956
$4.36K ﹤0.01%
551
-402
1957
$4.36K ﹤0.01%
41
-55
1958
$4.35K ﹤0.01%
53
1959
$4.34K ﹤0.01%
312
1960
$4.31K ﹤0.01%
79
1961
$4.31K ﹤0.01%
66
+34
1962
$4.3K ﹤0.01%
66
+30
1963
$4.29K ﹤0.01%
198
-80
1964
$4.28K ﹤0.01%
391
+198
1965
$4.27K ﹤0.01%
20
+6
1966
$4.27K ﹤0.01%
139
1967
$4.27K ﹤0.01%
34
-15
1968
$4.26K ﹤0.01%
+132
1969
$4.25K ﹤0.01%
68
+7
1970
$4.24K ﹤0.01%
330
1971
$4.24K ﹤0.01%
262
+191
1972
$4.23K ﹤0.01%
196
-27
1973
$4.23K ﹤0.01%
+66
1974
$4.23K ﹤0.01%
58
1975
$4.22K ﹤0.01%
41
77 78
79
80 81