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
2001
$3.33K ﹤0.01%
+354
2002
$3.31K ﹤0.01%
2,006
2003
$3.31K ﹤0.01%
11
+8
2004
$3.3K ﹤0.01%
78
+42
2005
$3.3K ﹤0.01%
109
2006
$3.29K ﹤0.01%
131
2007
$3.29K ﹤0.01%
326
+119
2008
$3.28K ﹤0.01%
148
+132
2009
$3.28K ﹤0.01%
189
+144
2010
$3.28K ﹤0.01%
208
-31
2011
$3.27K ﹤0.01%
62
+25
2012
$3.27K ﹤0.01%
128
-20
2013
$3.27K ﹤0.01%
61
-150
2014
$3.25K ﹤0.01%
17
-7
2015
$3.23K ﹤0.01%
122
+101
2016
$3.23K ﹤0.01%
10
+3
2017
$3.23K ﹤0.01%
1,200
+1,081
2018
$3.22K ﹤0.01%
112
+44
2019
$3.21K ﹤0.01%
34
2020
$3.21K ﹤0.01%
50
2021
$3.2K ﹤0.01%
178
+139
2022
$3.2K ﹤0.01%
2,559
+1,858
2023
$3.19K ﹤0.01%
107
-58
2024
$3.18K ﹤0.01%
+59
2025
$3.18K ﹤0.01%
114
+44
79 80
81
82 83