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
2151
$1.89K ﹤0.01%
27
-10
2152
$1.89K ﹤0.01%
28
+7
2153
$1.88K ﹤0.01%
67
+53
2154
$1.88K ﹤0.01%
93
-12
2155
$1.88K ﹤0.01%
56
-616
2156
$1.86K ﹤0.01%
95
+80
2157
$1.86K ﹤0.01%
+199
2158
$1.84K ﹤0.01%
+187
2159
$1.84K ﹤0.01%
14
+11
2160
$1.84K ﹤0.01%
56
+6
2161
$1.83K ﹤0.01%
75
2162
$1.82K ﹤0.01%
486
+111
2163
$1.82K ﹤0.01%
171
-365
2164
$1.81K ﹤0.01%
215
+65
2165
$1.8K ﹤0.01%
18
2166
$1.79K ﹤0.01%
55
-72
2167
$1.79K ﹤0.01%
25
+8
2168
$1.79K ﹤0.01%
11
2169
$1.78K ﹤0.01%
+134
2170
$1.78K ﹤0.01%
57
+1
2171
$1.78K ﹤0.01%
181
2172
$1.77K ﹤0.01%
45
+35
2173
$1.76K ﹤0.01%
57
+34
2174
$1.73K ﹤0.01%
10
-9
2175
$1.72K ﹤0.01%
37
-6
85 86
87
88 89