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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$2.15K ﹤0.01%
125
2102
$2.13K ﹤0.01%
+43
2103
$2.12K ﹤0.01%
27
-73
2104
$2.12K ﹤0.01%
36
+15
2105
$2.12K ﹤0.01%
502
2106
$2.12K ﹤0.01%
123
+11
2107
$2.12K ﹤0.01%
31
-192
2108
$2.11K ﹤0.01%
163
+45
2109
$2.11K ﹤0.01%
55
+34
2110
$2.1K ﹤0.01%
94
-28
2111
$2.1K ﹤0.01%
+127
2112
$2.07K ﹤0.01%
31
2113
$2.07K ﹤0.01%
1,754
2114
$2.07K ﹤0.01%
1,049
-306
2115
$2.07K ﹤0.01%
84
-11
2116
$2.06K ﹤0.01%
55
-27
2117
$2.06K ﹤0.01%
83
2118
$2.05K ﹤0.01%
648
-725
2119
$2.04K ﹤0.01%
97
2120
$2.04K ﹤0.01%
139
+119
2121
$2.04K ﹤0.01%
35
+2
2122
$2.03K ﹤0.01%
161
+9
2123
$2.03K ﹤0.01%
108
2124
$2.02K ﹤0.01%
120
+43
2125
$2.02K ﹤0.01%
10
-3
83 84
85
86 87