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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$4.46K ﹤0.01%
110
+11
2052
$4.46K ﹤0.01%
+711
2053
$4.43K ﹤0.01%
164
2054
$4.42K ﹤0.01%
1,170
+791
2055
$4.42K ﹤0.01%
72
2056
$4.39K ﹤0.01%
1,171
+34
2057
$4.39K ﹤0.01%
170
-50
2058
$4.39K ﹤0.01%
52
-109
2059
$4.38K ﹤0.01%
364
+1
2060
$4.38K ﹤0.01%
418
2061
$4.37K ﹤0.01%
232
+23
2062
$4.35K ﹤0.01%
46
2063
$4.35K ﹤0.01%
26
2064
$4.35K ﹤0.01%
161
2065
$4.34K ﹤0.01%
136
2066
$4.33K ﹤0.01%
103
+50
2067
$4.33K ﹤0.01%
123
-125
2068
$4.32K ﹤0.01%
21
+17
2069
$4.29K ﹤0.01%
228
+69
2070
$4.29K ﹤0.01%
+25
2071
$4.28K ﹤0.01%
37
+35
2072
$4.27K ﹤0.01%
+1,598
2073
$4.26K ﹤0.01%
207
+102
2074
$4.26K ﹤0.01%
34
2075
$4.25K ﹤0.01%
116
+38
81 82
83
84 85