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
2126
$2.53K ﹤0.01%
+911
2127
$2.53K ﹤0.01%
42
+4
2128
$2.53K ﹤0.01%
23
-13
2129
$2.52K ﹤0.01%
43
-46
2130
$2.52K ﹤0.01%
700
-350
2131
$2.52K ﹤0.01%
159
-21
2132
$2.52K ﹤0.01%
77
2133
$2.52K ﹤0.01%
82
+58
2134
$2.51K ﹤0.01%
85
-297
2135
$2.51K ﹤0.01%
224
-31
2136
$2.5K ﹤0.01%
271
+77
2137
$2.5K ﹤0.01%
+55
2138
$2.5K ﹤0.01%
41
+40
2139
$2.49K ﹤0.01%
+182
2140
$2.48K ﹤0.01%
698
+477
2141
$2.48K ﹤0.01%
28
+6
2142
$2.48K ﹤0.01%
+33
2143
$2.48K ﹤0.01%
216
+76
2144
$2.48K ﹤0.01%
200
-500
2145
$2.47K ﹤0.01%
+297
2146
$2.47K ﹤0.01%
81
2147
$2.47K ﹤0.01%
+116
2148
$2.47K ﹤0.01%
95
+13
2149
$2.47K ﹤0.01%
161
+1
2150
$2.47K ﹤0.01%
1,299
+725
84 85
86
87 88