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
2151
$2.8K ﹤0.01%
42
-4
2152
$2.8K ﹤0.01%
12
-25
2153
$2.79K ﹤0.01%
+156
2154
$2.78K ﹤0.01%
97
+46
2155
$2.78K ﹤0.01%
176
-562
2156
$2.77K ﹤0.01%
267
+197
2157
$2.76K ﹤0.01%
1,200
2158
$2.75K ﹤0.01%
+122
2159
$2.74K ﹤0.01%
9
-2
2160
$2.74K ﹤0.01%
732
-823
2161
$2.73K ﹤0.01%
43
-17
2162
$2.73K ﹤0.01%
52
-42
2163
$2.7K ﹤0.01%
164
2164
$2.66K ﹤0.01%
92
+78
2165
$2.63K ﹤0.01%
74
-241
2166
$2.63K ﹤0.01%
242
2167
$2.63K ﹤0.01%
+312
2168
$2.62K ﹤0.01%
69
2169
$2.62K ﹤0.01%
69
-34
2170
$2.62K ﹤0.01%
35
2171
$2.62K ﹤0.01%
403
+358
2172
$2.61K ﹤0.01%
533
+435
2173
$2.6K ﹤0.01%
35
+15
2174
$2.6K ﹤0.01%
50
2175
$2.6K ﹤0.01%
531
85 86
87
88 89