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
1951
$5.5K ﹤0.01%
168
1952
$5.49K ﹤0.01%
357
-328
1953
$5.45K ﹤0.01%
80
1954
$5.44K ﹤0.01%
89
+15
1955
$5.44K ﹤0.01%
351
+162
1956
$5.43K ﹤0.01%
180
+48
1957
$5.43K ﹤0.01%
156
1958
$5.4K ﹤0.01%
394
+190
1959
$5.38K ﹤0.01%
729
+155
1960
$5.35K ﹤0.01%
392
1961
$5.35K ﹤0.01%
297
+83
1962
$5.35K ﹤0.01%
57
-5
1963
$5.35K ﹤0.01%
133
1964
$5.33K ﹤0.01%
23
-14
1965
$5.31K ﹤0.01%
63
+8
1966
$5.3K ﹤0.01%
120
1967
$5.29K ﹤0.01%
55
1968
$5.27K ﹤0.01%
698
+431
1969
$5.26K ﹤0.01%
251
1970
$5.22K ﹤0.01%
225
-89
1971
$5.22K ﹤0.01%
98
+18
1972
$5.22K ﹤0.01%
+388
1973
$5.21K ﹤0.01%
244
+48
1974
$5.19K ﹤0.01%
56
-30
1975
$5.17K ﹤0.01%
126
+29
77 78
79
80 81