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
2101
$3.1K ﹤0.01%
230
2102
$3.1K ﹤0.01%
74
+18
2103
$3.09K ﹤0.01%
+349
2104
$3.08K ﹤0.01%
108
-1
2105
$3.08K ﹤0.01%
200
2106
$3.08K ﹤0.01%
+274
2107
$3.06K ﹤0.01%
60
-2
2108
$3.05K ﹤0.01%
209
-440
2109
$3.05K ﹤0.01%
77
-124
2110
$3.05K ﹤0.01%
502
2111
$3.05K ﹤0.01%
199
-41
2112
$3.03K ﹤0.01%
+76
2113
$3.01K ﹤0.01%
58
+44
2114
$3.01K ﹤0.01%
275
+31
2115
$3K ﹤0.01%
155
+64
2116
$2.99K ﹤0.01%
+30
2117
$2.99K ﹤0.01%
23
+18
2118
$2.98K ﹤0.01%
84
2119
$2.96K ﹤0.01%
+291
2120
$2.96K ﹤0.01%
265
-402
2121
$2.96K ﹤0.01%
157
+80
2122
$2.95K ﹤0.01%
204
+127
2123
$2.95K ﹤0.01%
26
+13
2124
$2.94K ﹤0.01%
163
+81
2125
$2.94K ﹤0.01%
300
83 84
85
86 87