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
$1B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.1M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Top Sells

1
+$4.55M
2
+$4.24M
3
+$3.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.02M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K

Sector Composition

1 Technology 15.67%
2 Financials 15.31%
3 Healthcare 6%
4 Consumer Discretionary 3.78%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$3.6K ﹤0.01%
16
-2
2052
$3.6K ﹤0.01%
142
-91
2053
$3.58K ﹤0.01%
78
2054
$3.58K ﹤0.01%
64
+46
2055
$3.57K ﹤0.01%
+120
2056
$3.57K ﹤0.01%
62
-89
2057
$3.56K ﹤0.01%
1,670
+621
2058
$3.55K ﹤0.01%
445
+332
2059
$3.54K ﹤0.01%
89
+70
2060
$3.52K ﹤0.01%
40
-155
2061
$3.52K ﹤0.01%
328
+171
2062
$3.51K ﹤0.01%
130
+82
2063
$3.49K ﹤0.01%
102
+30
2064
$3.48K ﹤0.01%
5
2065
$3.46K ﹤0.01%
248
-359
2066
$3.44K ﹤0.01%
+2,359
2067
$3.43K ﹤0.01%
99
2068
$3.43K ﹤0.01%
32
+7
2069
$3.43K ﹤0.01%
362
2070
$3.43K ﹤0.01%
79
2071
$3.43K ﹤0.01%
252
-210
2072
$3.42K ﹤0.01%
1,035
2073
$3.41K ﹤0.01%
109
-23
2074
$3.4K ﹤0.01%
40
2075
$3.38K ﹤0.01%
192
+78
81 82
83
84 85