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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$3.12K ﹤0.01%
100
2202
$3.12K ﹤0.01%
547
-792
2203
$3.12K ﹤0.01%
227
2204
$3.1K ﹤0.01%
63
+25
2205
$3.09K ﹤0.01%
362
2206
$3.08K ﹤0.01%
84
2207
$3.08K ﹤0.01%
521
+368
2208
$3.08K ﹤0.01%
153
-394
2209
$3.08K ﹤0.01%
42
+39
2210
$3.07K ﹤0.01%
157
2211
$3.07K ﹤0.01%
+28
2212
$3.06K ﹤0.01%
293
+94
2213
$3.06K ﹤0.01%
141
+25
2214
$3.02K ﹤0.01%
314
+5
2215
$3.02K ﹤0.01%
207
+122
2216
$3.02K ﹤0.01%
1,910
+268
2217
$3K ﹤0.01%
251
+39
2218
$3K ﹤0.01%
216
+145
2219
$2.99K ﹤0.01%
38
+24
2220
$2.98K ﹤0.01%
68
+67
2221
$2.98K ﹤0.01%
200
2222
$2.96K ﹤0.01%
107
2223
$2.96K ﹤0.01%
95
+35
2224
$2.95K ﹤0.01%
249
+212
2225
$2.95K ﹤0.01%
210
+72
87 88
89
90 91