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
2001
$4.05K ﹤0.01%
+89
2002
$4.04K ﹤0.01%
200
2003
$4.04K ﹤0.01%
636
+510
2004
$4.03K ﹤0.01%
93
-121
2005
$4.03K ﹤0.01%
33
-16
2006
$4.03K ﹤0.01%
703
+434
2007
$4K ﹤0.01%
+88
2008
$4K ﹤0.01%
238
+150
2009
$3.96K ﹤0.01%
42
+1
2010
$3.95K ﹤0.01%
299
+85
2011
$3.94K ﹤0.01%
204
2012
$3.93K ﹤0.01%
+55
2013
$3.93K ﹤0.01%
19
-5
2014
$3.91K ﹤0.01%
+161
2015
$3.91K ﹤0.01%
+179
2016
$3.91K ﹤0.01%
123
+88
2017
$3.9K ﹤0.01%
76
+16
2018
$3.89K ﹤0.01%
27
-9
2019
$3.88K ﹤0.01%
34
-27
2020
$3.88K ﹤0.01%
303
-125
2021
$3.86K ﹤0.01%
1,058
2022
$3.86K ﹤0.01%
48
+21
2023
$3.84K ﹤0.01%
151
+77
2024
$3.84K ﹤0.01%
700
+491
2025
$3.81K ﹤0.01%
68
-134
79 80
81
82 83