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
2176
$2.6K ﹤0.01%
65
-187
2177
$2.59K ﹤0.01%
115
-16
2178
$2.58K ﹤0.01%
71
-103
2179
$2.58K ﹤0.01%
+396
2180
$2.58K ﹤0.01%
32
2181
$2.57K ﹤0.01%
85
-135
2182
$2.57K ﹤0.01%
+119
2183
$2.57K ﹤0.01%
+322
2184
$2.57K ﹤0.01%
227
-43
2185
$2.57K ﹤0.01%
445
+339
2186
$2.57K ﹤0.01%
39
+15
2187
$2.56K ﹤0.01%
59
-38
2188
$2.53K ﹤0.01%
38
+8
2189
$2.53K ﹤0.01%
82
-147
2190
$2.5K ﹤0.01%
67
-344
2191
$2.5K ﹤0.01%
366
-928
2192
$2.5K ﹤0.01%
159
+127
2193
$2.48K ﹤0.01%
500
2194
$2.48K ﹤0.01%
57
-200
2195
$2.48K ﹤0.01%
30
-90
2196
$2.47K ﹤0.01%
43
2197
$2.47K ﹤0.01%
162
+22
2198
$2.46K ﹤0.01%
115
-156
2199
$2.45K ﹤0.01%
+111
2200
$2.44K ﹤0.01%
+113
86 87
88
89 90