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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4.89K ﹤0.01%
74
+5
2002
$4.89K ﹤0.01%
29
+16
2003
$4.89K ﹤0.01%
1,450
2004
$4.89K ﹤0.01%
501
2005
$4.85K ﹤0.01%
+70
2006
$4.84K ﹤0.01%
45
+7
2007
$4.84K ﹤0.01%
145
2008
$4.83K ﹤0.01%
286
+147
2009
$4.83K ﹤0.01%
+3,925
2010
$4.82K ﹤0.01%
492
+64
2011
$4.81K ﹤0.01%
771
+291
2012
$4.81K ﹤0.01%
110
+15
2013
$4.8K ﹤0.01%
188
+29
2014
$4.79K ﹤0.01%
12,000
2015
$4.79K ﹤0.01%
74
+31
2016
$4.78K ﹤0.01%
495
-126
2017
$4.78K ﹤0.01%
637
+392
2018
$4.77K ﹤0.01%
31
+26
2019
$4.76K ﹤0.01%
1,918
+1,220
2020
$4.75K ﹤0.01%
+176
2021
$4.74K ﹤0.01%
203
-455
2022
$4.72K ﹤0.01%
228
+171
2023
$4.72K ﹤0.01%
187
+171
2024
$4.72K ﹤0.01%
6,000
+1,000
2025
$4.71K ﹤0.01%
671
-305
79 80
81
82 83