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
1976
$4.22K ﹤0.01%
50
-1
1977
$4.21K ﹤0.01%
13
1978
$4.21K ﹤0.01%
215
+21
1979
$4.2K ﹤0.01%
+282
1980
$4.18K ﹤0.01%
266
-17
1981
$4.18K ﹤0.01%
499
+452
1982
$4.17K ﹤0.01%
209
1983
$4.17K ﹤0.01%
332
+297
1984
$4.17K ﹤0.01%
+179
1985
$4.16K ﹤0.01%
41
-22
1986
$4.16K ﹤0.01%
156
-224
1987
$4.13K ﹤0.01%
284
1988
$4.1K ﹤0.01%
74
-3
1989
$4.1K ﹤0.01%
684
+353
1990
$4.1K ﹤0.01%
220
+97
1991
$4.09K ﹤0.01%
72
1992
$4.09K ﹤0.01%
208
-44
1993
$4.08K ﹤0.01%
105
-21
1994
$4.08K ﹤0.01%
26
1995
$4.07K ﹤0.01%
187
-81
1996
$4.07K ﹤0.01%
38
-29
1997
$4.07K ﹤0.01%
46
+29
1998
$4.06K ﹤0.01%
566
-69
1999
$4.05K ﹤0.01%
306
2000
$4.05K ﹤0.01%
37
-18
78 79
80
81 82