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
2026
$3.17K ﹤0.01%
61
+36
2027
$3.16K ﹤0.01%
209
-41
2028
$3.16K ﹤0.01%
43
+25
2029
$3.15K ﹤0.01%
47
+38
2030
$3.12K ﹤0.01%
+109
2031
$3.11K ﹤0.01%
369
+170
2032
$3.11K ﹤0.01%
27
+5
2033
$3.1K ﹤0.01%
260
-147
2034
$3.1K ﹤0.01%
139
-19
2035
$3.1K ﹤0.01%
51
+34
2036
$3.09K ﹤0.01%
382
+266
2037
$3.09K ﹤0.01%
54
+38
2038
$3.09K ﹤0.01%
38
+30
2039
$3.08K ﹤0.01%
77
-3
2040
$3.08K ﹤0.01%
225
+222
2041
$3.08K ﹤0.01%
101
+54
2042
$3.06K ﹤0.01%
2,916
+2,337
2043
$3.06K ﹤0.01%
41
+33
2044
$3.05K ﹤0.01%
3,050
2045
$3.03K ﹤0.01%
30
+11
2046
$3.03K ﹤0.01%
1,197
-1,626
2047
$3.02K ﹤0.01%
90
+83
2048
$3.02K ﹤0.01%
79
2049
$3.02K ﹤0.01%
446
+274
2050
$3.01K ﹤0.01%
167
-260
80 81
82
83 84