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
2201
$2.14K ﹤0.01%
+232
2202
$2.14K ﹤0.01%
56
-177
2203
$2.13K ﹤0.01%
106
+59
2204
$2.13K ﹤0.01%
61
2205
$2.13K ﹤0.01%
72
-144
2206
$2.12K ﹤0.01%
93
2207
$2.11K ﹤0.01%
107
2208
$2.1K ﹤0.01%
24
-26
2209
$2.1K ﹤0.01%
76
2210
$2.09K ﹤0.01%
164
2211
$2.08K ﹤0.01%
136
-29
2212
$2.08K ﹤0.01%
205
+176
2213
$2.08K ﹤0.01%
33
+29
2214
$2.08K ﹤0.01%
20
+10
2215
$2.06K ﹤0.01%
106
-52
2216
$2.05K ﹤0.01%
835
+560
2217
$2.05K ﹤0.01%
1,754
2218
$2.04K ﹤0.01%
172
+42
2219
$2.03K ﹤0.01%
+58
2220
$2.03K ﹤0.01%
+211
2221
$2.02K ﹤0.01%
11
+4
2222
$2.02K ﹤0.01%
107
2223
$2.02K ﹤0.01%
191
+133
2224
$2.02K ﹤0.01%
330
-46
2225
$2K ﹤0.01%
118
+76
87 88
89
90 91