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
2176
$1.71K ﹤0.01%
23
+8
2177
$1.7K ﹤0.01%
36
-144
2178
$1.7K ﹤0.01%
412
2179
$1.7K ﹤0.01%
+91
2180
$1.7K ﹤0.01%
70
2181
$1.67K ﹤0.01%
144
2182
$1.67K ﹤0.01%
94
2183
$1.66K ﹤0.01%
+13
2184
$1.66K ﹤0.01%
165
+136
2185
$1.66K ﹤0.01%
114
2186
$1.66K ﹤0.01%
22
+3
2187
$1.65K ﹤0.01%
57
-23
2188
$1.64K ﹤0.01%
30
+3
2189
$1.64K ﹤0.01%
277
+175
2190
$1.64K ﹤0.01%
126
2191
$1.63K ﹤0.01%
85
-36
2192
$1.63K ﹤0.01%
62
2193
$1.62K ﹤0.01%
104
+24
2194
$1.61K ﹤0.01%
227
+42
2195
$1.61K ﹤0.01%
157
+57
2196
$1.6K ﹤0.01%
18
2197
$1.6K ﹤0.01%
72
+48
2198
$1.6K ﹤0.01%
65
+19
2199
$1.59K ﹤0.01%
+95
2200
$1.58K ﹤0.01%
309
+267
86 87
88
89 90