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
2226
$2.93K ﹤0.01%
+295
2227
$2.92K ﹤0.01%
192
+44
2228
$2.91K ﹤0.01%
+40
2229
$2.9K ﹤0.01%
11
+8
2230
$2.89K ﹤0.01%
77
+57
2231
$2.88K ﹤0.01%
487
2232
$2.88K ﹤0.01%
433
+399
2233
$2.87K ﹤0.01%
81
2234
$2.83K ﹤0.01%
+121
2235
$2.83K ﹤0.01%
17
2236
$2.82K ﹤0.01%
68
+59
2237
$2.81K ﹤0.01%
218
+57
2238
$2.79K ﹤0.01%
153
+40
2239
$2.78K ﹤0.01%
108
2240
$2.78K ﹤0.01%
2,528
+47
2241
$2.78K ﹤0.01%
531
2242
$2.77K ﹤0.01%
909
-338
2243
$2.77K ﹤0.01%
+161
2244
$2.76K ﹤0.01%
+58
2245
$2.76K ﹤0.01%
74
+27
2246
$2.76K ﹤0.01%
125
2247
$2.73K ﹤0.01%
194
+138
2248
$2.71K ﹤0.01%
422
+71
2249
$2.71K ﹤0.01%
+121
2250
$2.7K ﹤0.01%
19
+14
88 89
90
91 92