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
2151
$2.46K ﹤0.01%
25
+13
2152
$2.46K ﹤0.01%
18
-4
2153
$2.46K ﹤0.01%
+40
2154
$2.44K ﹤0.01%
110
+94
2155
$2.43K ﹤0.01%
69
-89
2156
$2.43K ﹤0.01%
46
+5
2157
$2.43K ﹤0.01%
90
2158
$2.42K ﹤0.01%
215
2159
$2.42K ﹤0.01%
230
-457
2160
$2.42K ﹤0.01%
95
-164
2161
$2.41K ﹤0.01%
134
-210
2162
$2.39K ﹤0.01%
100
2163
$2.38K ﹤0.01%
79
+71
2164
$2.36K ﹤0.01%
36
+11
2165
$2.36K ﹤0.01%
59
-74
2166
$2.36K ﹤0.01%
+85
2167
$2.36K ﹤0.01%
23
-83
2168
$2.34K ﹤0.01%
208
-17
2169
$2.34K ﹤0.01%
34
+16
2170
$2.33K ﹤0.01%
34
+23
2171
$2.32K ﹤0.01%
101
-132
2172
$2.3K ﹤0.01%
28
+7
2173
$2.3K ﹤0.01%
30
-68
2174
$2.29K ﹤0.01%
27
-18
2175
$2.26K ﹤0.01%
335
+280
85 86
87
88 89