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
2176
$2.26K ﹤0.01%
58
-56
2177
$2.25K ﹤0.01%
375
+305
2178
$2.25K ﹤0.01%
503
-90
2179
$2.25K ﹤0.01%
47
+44
2180
$2.25K ﹤0.01%
90
+36
2181
$2.24K ﹤0.01%
125
2182
$2.24K ﹤0.01%
+102
2183
$2.23K ﹤0.01%
81
-14
2184
$2.23K ﹤0.01%
+59
2185
$2.22K ﹤0.01%
157
2186
$2.21K ﹤0.01%
17
+12
2187
$2.21K ﹤0.01%
373
+183
2188
$2.21K ﹤0.01%
83
2189
$2.2K ﹤0.01%
+151
2190
$2.2K ﹤0.01%
66
+31
2191
$2.19K ﹤0.01%
75
2192
$2.18K ﹤0.01%
+246
2193
$2.18K ﹤0.01%
677
+331
2194
$2.17K ﹤0.01%
39
-112
2195
$2.17K ﹤0.01%
412
+285
2196
$2.17K ﹤0.01%
+175
2197
$2.17K ﹤0.01%
57
-18
2198
$2.16K ﹤0.01%
116
-340
2199
$2.15K ﹤0.01%
9
+5
2200
$2.14K ﹤0.01%
60
-77
86 87
88
89 90