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
2201
$1.57K ﹤0.01%
+238
2202
$1.56K ﹤0.01%
30
-35
2203
$1.56K ﹤0.01%
16
-20
2204
$1.56K ﹤0.01%
248
2205
$1.55K ﹤0.01%
33
2206
$1.55K ﹤0.01%
55
-159
2207
$1.55K ﹤0.01%
104
2208
$1.55K ﹤0.01%
295
-136
2209
$1.54K ﹤0.01%
63
+50
2210
$1.54K ﹤0.01%
65
+15
2211
$1.54K ﹤0.01%
+64
2212
$1.54K ﹤0.01%
74
-19
2213
$1.54K ﹤0.01%
40
2214
$1.54K ﹤0.01%
38
-145
2215
$1.52K ﹤0.01%
16
2216
$1.52K ﹤0.01%
9
-3
2217
$1.52K ﹤0.01%
74
+9
2218
$1.52K ﹤0.01%
198
-323
2219
$1.52K ﹤0.01%
1,274
+933
2220
$1.51K ﹤0.01%
124
2221
$1.5K ﹤0.01%
+157
2222
$1.5K ﹤0.01%
70
2223
$1.49K ﹤0.01%
55
2224
$1.49K ﹤0.01%
55
2225
$1.48K ﹤0.01%
+48
87 88
89
90 91