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
2251
$1.39K ﹤0.01%
31
+17
2252
$1.39K ﹤0.01%
+24
2253
$1.39K ﹤0.01%
59
2254
$1.38K ﹤0.01%
29
-60
2255
$1.38K ﹤0.01%
+87
2256
$1.38K ﹤0.01%
95
+20
2257
$1.37K ﹤0.01%
28
-5
2258
$1.37K ﹤0.01%
23
-6
2259
$1.37K ﹤0.01%
132
2260
$1.36K ﹤0.01%
+42
2261
$1.36K ﹤0.01%
20
+10
2262
$1.36K ﹤0.01%
47
+24
2263
$1.36K ﹤0.01%
200
-128
2264
$1.36K ﹤0.01%
56
2265
$1.35K ﹤0.01%
+59
2266
$1.35K ﹤0.01%
218
2267
$1.35K ﹤0.01%
140
2268
$1.34K ﹤0.01%
+68
2269
$1.33K ﹤0.01%
38
2270
$1.32K ﹤0.01%
423
+98
2271
$1.32K ﹤0.01%
46
+28
2272
$1.31K ﹤0.01%
3,056
2273
$1.31K ﹤0.01%
16
+11
2274
$1.31K ﹤0.01%
60
2275
$1.3K ﹤0.01%
1,035
89 90
91
92 93