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
176
$543K 0.07%
50,522
177
$540K 0.07%
3,859
+40
178
$532K 0.07%
12,882
+431
179
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180
$507K 0.06%
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181
$502K 0.06%
2,280
+68
182
$499K 0.06%
14,710
-2,921
183
$491K 0.06%
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185
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8,793
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186
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187
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188
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189
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2,203
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190
$461K 0.06%
68,790
+6,799
191
$458K 0.06%
+22,432
192
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+3,235
193
$455K 0.06%
10,053
-2,487
194
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195
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196
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6,608
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197
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6,171
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198
$442K 0.05%
2,004
199
$442K 0.05%
5,681
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200
$438K 0.05%
1,806
+64
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