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
2201
$2.42K ﹤0.01%
11
-4
2202
$2.42K ﹤0.01%
25
+11
2203
$2.42K ﹤0.01%
245
-207
2204
$2.4K ﹤0.01%
25
+9
2205
$2.39K ﹤0.01%
125
2206
$2.36K ﹤0.01%
34
-78
2207
$2.35K ﹤0.01%
217
+161
2208
$2.35K ﹤0.01%
41
-31
2209
$2.34K ﹤0.01%
7
-1
2210
$2.34K ﹤0.01%
+214
2211
$2.33K ﹤0.01%
+320
2212
$2.31K ﹤0.01%
75
-212
2213
$2.3K ﹤0.01%
227
+89
2214
$2.27K ﹤0.01%
67
-200
2215
$2.27K ﹤0.01%
14
+8
2216
$2.27K ﹤0.01%
183
-367
2217
$2.26K ﹤0.01%
85
+12
2218
$2.26K ﹤0.01%
22
-99
2219
$2.24K ﹤0.01%
176
-74
2220
$2.22K ﹤0.01%
47
+18
2221
$2.22K ﹤0.01%
158
2222
$2.21K ﹤0.01%
+184
2223
$2.2K ﹤0.01%
+1,642
2224
$2.2K ﹤0.01%
255
-227
2225
$2.19K ﹤0.01%
253
-909
87 88
89
90 91