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
2076
$4.24K ﹤0.01%
1,451
-2,286
2077
$4.23K ﹤0.01%
88
2078
$4.23K ﹤0.01%
89
-34
2079
$4.22K ﹤0.01%
+756
2080
$4.21K ﹤0.01%
500
-53
2081
$4.21K ﹤0.01%
645
+304
2082
$4.18K ﹤0.01%
109
-195
2083
$4.18K ﹤0.01%
+77
2084
$4.17K ﹤0.01%
321
+37
2085
$4.16K ﹤0.01%
122
+30
2086
$4.14K ﹤0.01%
49
2087
$4.13K ﹤0.01%
61
+26
2088
$4.13K ﹤0.01%
+101
2089
$4.13K ﹤0.01%
400
-5,000
2090
$4.13K ﹤0.01%
310
2091
$4.12K ﹤0.01%
46
+14
2092
$4.1K ﹤0.01%
271
2093
$4.09K ﹤0.01%
627
-339
2094
$4.08K ﹤0.01%
159
2095
$4.08K ﹤0.01%
762
+101
2096
$4.07K ﹤0.01%
89
2097
$4.06K ﹤0.01%
60
2098
$4.03K ﹤0.01%
104
-182
2099
$4.02K ﹤0.01%
80
2100
$3.99K ﹤0.01%
250
+35
82 83
84
85 86