LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$3.75K ﹤0.01%
76
-11
2127
$3.74K ﹤0.01%
172
2128
$3.73K ﹤0.01%
588
+77
2129
$3.73K ﹤0.01%
887
-168
2130
$3.73K ﹤0.01%
96
+13
2131
$3.72K ﹤0.01%
352
+78
2132
$3.68K ﹤0.01%
196
-137
2133
$3.67K ﹤0.01%
78
2134
$3.67K ﹤0.01%
49
+22
2135
$3.65K ﹤0.01%
91
+11
2136
$3.62K ﹤0.01%
148
+45
2137
$3.61K ﹤0.01%
2,632
+2,332
2138
$3.6K ﹤0.01%
+211
2139
$3.6K ﹤0.01%
251
+34
2140
$3.59K ﹤0.01%
+134
2141
$3.58K ﹤0.01%
+25
2142
$3.57K ﹤0.01%
+344
2143
$3.57K ﹤0.01%
121
+15
2144
$3.56K ﹤0.01%
229
+45
2145
$3.55K ﹤0.01%
604
-787
2146
$3.53K ﹤0.01%
116
+44
2147
$3.53K ﹤0.01%
181
+82
2148
$3.5K ﹤0.01%
40
2149
$3.5K ﹤0.01%
411
+83
2150
$3.5K ﹤0.01%
383
-77
84 85
86
87 88