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
2051
$3K ﹤0.01%
695
+59
2052
$3K ﹤0.01%
79
+6
2053
$3K ﹤0.01%
95
2054
$2.99K ﹤0.01%
443
-817
2055
$2.97K ﹤0.01%
276
-167
2056
$2.96K ﹤0.01%
92
-40
2057
$2.96K ﹤0.01%
65
-22
2058
$2.95K ﹤0.01%
52
+41
2059
$2.93K ﹤0.01%
1,137
+543
2060
$2.92K ﹤0.01%
43
+31
2061
$2.92K ﹤0.01%
689
+587
2062
$2.91K ﹤0.01%
64
+20
2063
$2.91K ﹤0.01%
125
+106
2064
$2.9K ﹤0.01%
+875
2065
$2.9K ﹤0.01%
226
2066
$2.9K ﹤0.01%
69
+7
2067
$2.89K ﹤0.01%
126
2068
$2.88K ﹤0.01%
+160
2069
$2.88K ﹤0.01%
227
2070
$2.88K ﹤0.01%
144
-199
2071
$2.87K ﹤0.01%
35
+32
2072
$2.87K ﹤0.01%
16
-35
2073
$2.86K ﹤0.01%
408
+372
2074
$2.85K ﹤0.01%
58
+51
2075
$2.85K ﹤0.01%
27
+11
81 82
83
84 85