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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$3.06K ﹤0.01%
+15
1977
$3.06K ﹤0.01%
230
-231
1978
$3.04K ﹤0.01%
40
-6
1979
$3.03K ﹤0.01%
85
-135
1980
$3.02K ﹤0.01%
1,555
1981
$3.01K ﹤0.01%
107
1982
$3K ﹤0.01%
+162
1983
$3K ﹤0.01%
1,033
+393
1984
$2.99K ﹤0.01%
79
1985
$2.98K ﹤0.01%
50
1986
$2.97K ﹤0.01%
40
1987
$2.96K ﹤0.01%
11
+2
1988
$2.93K ﹤0.01%
357
+98
1989
$2.92K ﹤0.01%
404
1990
$2.92K ﹤0.01%
5
-5
1991
$2.91K ﹤0.01%
113
-17
1992
$2.91K ﹤0.01%
137
-23
1993
$2.89K ﹤0.01%
91
+6
1994
$2.89K ﹤0.01%
50
1995
$2.89K ﹤0.01%
250
+214
1996
$2.88K ﹤0.01%
99
-8
1997
$2.87K ﹤0.01%
41
1998
$2.87K ﹤0.01%
1,200
-3
1999
$2.86K ﹤0.01%
115
+20
2000
$2.85K ﹤0.01%
78
78 79
80
81 82