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
2101
$2.72K ﹤0.01%
47
+9
2102
$2.72K ﹤0.01%
300
+55
2103
$2.69K ﹤0.01%
328
+161
2104
$2.69K ﹤0.01%
72
-159
2105
$2.69K ﹤0.01%
268
+132
2106
$2.68K ﹤0.01%
+113
2107
$2.66K ﹤0.01%
34
2108
$2.65K ﹤0.01%
204
+110
2109
$2.64K ﹤0.01%
189
+2
2110
$2.64K ﹤0.01%
75
-171
2111
$2.63K ﹤0.01%
21
2112
$2.62K ﹤0.01%
+222
2113
$2.62K ﹤0.01%
16
2114
$2.62K ﹤0.01%
67
+7
2115
$2.61K ﹤0.01%
18
2116
$2.6K ﹤0.01%
92
2117
$2.58K ﹤0.01%
81
+9
2118
$2.58K ﹤0.01%
236
+47
2119
$2.56K ﹤0.01%
850
-120
2120
$2.56K ﹤0.01%
94
-192
2121
$2.55K ﹤0.01%
37
-196
2122
$2.55K ﹤0.01%
36
-66
2123
$2.55K ﹤0.01%
184
-45
2124
$2.53K ﹤0.01%
107
2125
$2.53K ﹤0.01%
+199
83 84
85
86 87