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
2076
$3.36K ﹤0.01%
92
+44
2077
$3.35K ﹤0.01%
142
-81
2078
$3.34K ﹤0.01%
+235
2079
$3.34K ﹤0.01%
944
-280
2080
$3.31K ﹤0.01%
24
-3
2081
$3.3K ﹤0.01%
+318
2082
$3.3K ﹤0.01%
25
+11
2083
$3.29K ﹤0.01%
103
-6
2084
$3.28K ﹤0.01%
+907
2085
$3.28K ﹤0.01%
28
+12
2086
$3.27K ﹤0.01%
208
2087
$3.27K ﹤0.01%
147
-10
2088
$3.27K ﹤0.01%
107
2089
$3.23K ﹤0.01%
80
+4
2090
$3.21K ﹤0.01%
73
+60
2091
$3.19K ﹤0.01%
40
2092
$3.18K ﹤0.01%
19
+3
2093
$3.16K ﹤0.01%
+93
2094
$3.15K ﹤0.01%
350
-81
2095
$3.15K ﹤0.01%
+280
2096
$3.14K ﹤0.01%
34
2097
$3.12K ﹤0.01%
+63
2098
$3.11K ﹤0.01%
+55
2099
$3.11K ﹤0.01%
222
-39
2100
$3.11K ﹤0.01%
349
+101
82 83
84
85 86