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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.62K ﹤0.01%
16
2027
$2.62K ﹤0.01%
333
+159
2028
$2.61K ﹤0.01%
16
+9
2029
$2.61K ﹤0.01%
128
-95
2030
$2.61K ﹤0.01%
49
+48
2031
$2.6K ﹤0.01%
5
-6
2032
$2.59K ﹤0.01%
22
+4
2033
$2.57K ﹤0.01%
94
-19
2034
$2.56K ﹤0.01%
34
2035
$2.55K ﹤0.01%
14
+1
2036
$2.55K ﹤0.01%
79
+6
2037
$2.55K ﹤0.01%
39
+11
2038
$2.54K ﹤0.01%
72
+65
2039
$2.54K ﹤0.01%
28
+5
2040
$2.52K ﹤0.01%
500
2041
$2.51K ﹤0.01%
82
2042
$2.51K ﹤0.01%
24
2043
$2.51K ﹤0.01%
98
2044
$2.5K ﹤0.01%
300
-34
2045
$2.5K ﹤0.01%
24
+5
2046
$2.49K ﹤0.01%
75
+16
2047
$2.49K ﹤0.01%
225
+52
2048
$2.48K ﹤0.01%
54
2049
$2.48K ﹤0.01%
155
2050
$2.46K ﹤0.01%
48
-151
80 81
82
83 84