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
$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
2151
$3.48K ﹤0.01%
57
+29
2152
$3.48K ﹤0.01%
1,297
-571
2153
$3.47K ﹤0.01%
92
-4
2154
$3.46K ﹤0.01%
10
+9
2155
$3.46K ﹤0.01%
32
+9
2156
$3.45K ﹤0.01%
208
2157
$3.45K ﹤0.01%
1,058
2158
$3.45K ﹤0.01%
449
-987
2159
$3.44K ﹤0.01%
185
-391
2160
$3.44K ﹤0.01%
40
2161
$3.43K ﹤0.01%
251
-305
2162
$3.43K ﹤0.01%
258
+110
2163
$3.43K ﹤0.01%
385
+209
2164
$3.42K ﹤0.01%
774
-69
2165
$3.4K ﹤0.01%
71
2166
$3.4K ﹤0.01%
1,056
+149
2167
$3.38K ﹤0.01%
114
+8
2168
$3.38K ﹤0.01%
128
+73
2169
$3.37K ﹤0.01%
922
+265
2170
$3.37K ﹤0.01%
256
-499
2171
$3.36K ﹤0.01%
71
+9
2172
$3.35K ﹤0.01%
155
+48
2173
$3.35K ﹤0.01%
38
+13
2174
$3.35K ﹤0.01%
66
-4
2175
$3.32K ﹤0.01%
392
+47
85 86
87
88 89