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
2076
$2.84K ﹤0.01%
477
-213
2077
$2.83K ﹤0.01%
26
+7
2078
$2.83K ﹤0.01%
1,627
+1,273
2079
$2.83K ﹤0.01%
145
2080
$2.83K ﹤0.01%
26
2081
$2.82K ﹤0.01%
55
-103
2082
$2.82K ﹤0.01%
100
2083
$2.81K ﹤0.01%
228
-588
2084
$2.8K ﹤0.01%
329
+77
2085
$2.8K ﹤0.01%
105
+34
2086
$2.8K ﹤0.01%
81
2087
$2.79K ﹤0.01%
35
+27
2088
$2.79K ﹤0.01%
63
2089
$2.79K ﹤0.01%
82
+69
2090
$2.78K ﹤0.01%
768
2091
$2.78K ﹤0.01%
288
-28
2092
$2.77K ﹤0.01%
270
+138
2093
$2.76K ﹤0.01%
1,123
+868
2094
$2.75K ﹤0.01%
74
+49
2095
$2.75K ﹤0.01%
26
-106
2096
$2.75K ﹤0.01%
32
+15
2097
$2.74K ﹤0.01%
127
2098
$2.74K ﹤0.01%
+200
2099
$2.74K ﹤0.01%
87
+31
2100
$2.73K ﹤0.01%
25
+3
82 83
84
85 86