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
2051
$2.46K ﹤0.01%
31
-37
2052
$2.46K ﹤0.01%
+52
2053
$2.44K ﹤0.01%
1,137
2054
$2.44K ﹤0.01%
17
-4
2055
$2.44K ﹤0.01%
81
2056
$2.42K ﹤0.01%
173
+115
2057
$2.42K ﹤0.01%
35
2058
$2.41K ﹤0.01%
65
+18
2059
$2.39K ﹤0.01%
79
-4
2060
$2.39K ﹤0.01%
100
2061
$2.39K ﹤0.01%
45
2062
$2.38K ﹤0.01%
58
+12
2063
$2.36K ﹤0.01%
411
2064
$2.36K ﹤0.01%
14
+11
2065
$2.35K ﹤0.01%
8
+5
2066
$2.35K ﹤0.01%
123
-459
2067
$2.34K ﹤0.01%
331
-686
2068
$2.34K ﹤0.01%
34
-7
2069
$2.33K ﹤0.01%
66
+22
2070
$2.33K ﹤0.01%
141
-2
2071
$2.31K ﹤0.01%
75
2072
$2.31K ﹤0.01%
69
2073
$2.29K ﹤0.01%
60
+19
2074
$2.28K ﹤0.01%
+22
2075
$2.27K ﹤0.01%
27
+3
81 82
83
84 85