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
2126
$2.02K ﹤0.01%
44
-15
2127
$2K ﹤0.01%
44
-250
2128
$2K ﹤0.01%
+193
2129
$1.99K ﹤0.01%
191
+163
2130
$1.99K ﹤0.01%
22
+6
2131
$1.98K ﹤0.01%
156
2132
$1.97K ﹤0.01%
572
2133
$1.97K ﹤0.01%
+471
2134
$1.97K ﹤0.01%
36
-19
2135
$1.97K ﹤0.01%
90
+15
2136
$1.96K ﹤0.01%
140
+27
2137
$1.96K ﹤0.01%
12
+3
2138
$1.95K ﹤0.01%
158
2139
$1.95K ﹤0.01%
+242
2140
$1.95K ﹤0.01%
284
+250
2141
$1.94K ﹤0.01%
69
-15
2142
$1.94K ﹤0.01%
39
+29
2143
$1.93K ﹤0.01%
50
2144
$1.93K ﹤0.01%
36
+3
2145
$1.93K ﹤0.01%
+29
2146
$1.92K ﹤0.01%
32
-181
2147
$1.92K ﹤0.01%
+91
2148
$1.91K ﹤0.01%
86
-114
2149
$1.9K ﹤0.01%
+185
2150
$1.89K ﹤0.01%
+103
84 85
86
87 88