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
1976
$3.55K ﹤0.01%
40
+17
1977
$3.54K ﹤0.01%
557
+51
1978
$3.54K ﹤0.01%
78
-2
1979
$3.53K ﹤0.01%
432
+86
1980
$3.53K ﹤0.01%
191
1981
$3.52K ﹤0.01%
79
+76
1982
$3.52K ﹤0.01%
130
-40
1983
$3.5K ﹤0.01%
52
-235
1984
$3.48K ﹤0.01%
33
+19
1985
$3.47K ﹤0.01%
115
-66
1986
$3.47K ﹤0.01%
1,119
+45
1987
$3.46K ﹤0.01%
150
+103
1988
$3.45K ﹤0.01%
50
-5
1989
$3.45K ﹤0.01%
51
+34
1990
$3.42K ﹤0.01%
692
+513
1991
$3.4K ﹤0.01%
180
-231
1992
$3.4K ﹤0.01%
+407
1993
$3.39K ﹤0.01%
124
+52
1994
$3.39K ﹤0.01%
+337
1995
$3.36K ﹤0.01%
160
-8
1996
$3.36K ﹤0.01%
30
-14
1997
$3.35K ﹤0.01%
99
+45
1998
$3.34K ﹤0.01%
66
-151
1999
$3.33K ﹤0.01%
135
+21
2000
$3.33K ﹤0.01%
145
+85
78 79
80
81 82