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
176
$587K 0.06%
3,069
+524
177
$587K 0.06%
7,490
+700
178
$568K 0.06%
14,090
-1,846
179
$566K 0.06%
9,423
-1,767
180
$566K 0.06%
3,812
+395
181
$565K 0.06%
2,315
+198
182
$562K 0.06%
2,487
+346
183
$558K 0.06%
2,049
+205
184
$557K 0.06%
4,256
+534
185
$549K 0.05%
1,906
+358
186
$543K 0.05%
2,148
+235
187
$543K 0.05%
1
188
$540K 0.05%
7,459
-552
189
$538K 0.05%
8,861
-2,796
190
$530K 0.05%
7,868
+652
191
$527K 0.05%
5,892
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192
$525K 0.05%
11,167
-996
193
$523K 0.05%
2,396
-798
194
$519K 0.05%
2,849
+590
195
$518K 0.05%
2,163
+234
196
$516K 0.05%
1,114
+109
197
$513K 0.05%
7,792
+692
198
$512K 0.05%
2,199
+197
199
$510K 0.05%
6,550
+471
200
$502K 0.05%
1,108
+232
6 7
8
9 10