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
201
$438K 0.05%
5,587
+290
202
$427K 0.05%
6,753
-339
203
$420K 0.05%
7,371
-109
204
$408K 0.05%
3,924
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205
$406K 0.05%
5,649
-1,566
206
$397K 0.05%
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+50
207
$391K 0.05%
2,778
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208
$384K 0.05%
3,301
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209
$383K 0.05%
987
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210
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2,424
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211
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733
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212
$374K 0.05%
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213
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4,391
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214
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3,622
215
$364K 0.04%
1,387
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216
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13,858
217
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218
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19,573
219
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3,767
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220
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11,636
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221
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16,443
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222
$346K 0.04%
+20,000
223
$345K 0.04%
33,116
224
$344K 0.04%
10,212
+113
225
$342K 0.04%
2,465
-450
7 8
9
10 11