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
2126
$2.94K ﹤0.01%
182
+38
2127
$2.93K ﹤0.01%
78
-188
2128
$2.93K ﹤0.01%
83
+11
2129
$2.93K ﹤0.01%
27,800
2130
$2.9K ﹤0.01%
67
+29
2131
$2.9K ﹤0.01%
+233
2132
$2.89K ﹤0.01%
+60
2133
$2.89K ﹤0.01%
36
+19
2134
$2.88K ﹤0.01%
310
2135
$2.88K ﹤0.01%
1,137
2136
$2.87K ﹤0.01%
69
-77
2137
$2.86K ﹤0.01%
17
2138
$2.86K ﹤0.01%
104
+10
2139
$2.86K ﹤0.01%
85
-6
2140
$2.86K ﹤0.01%
+431
2141
$2.85K ﹤0.01%
76
2142
$2.84K ﹤0.01%
77
-28
2143
$2.84K ﹤0.01%
100
2144
$2.84K ﹤0.01%
408
-1,448
2145
$2.84K ﹤0.01%
319
+239
2146
$2.83K ﹤0.01%
94
2147
$2.83K ﹤0.01%
34
+4
2148
$2.81K ﹤0.01%
125
2149
$2.81K ﹤0.01%
93
+45
2150
$2.81K ﹤0.01%
24
84 85
86
87 88