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
2251
$2.04K ﹤0.01%
232
-397
2252
$2.04K ﹤0.01%
81
2253
$2.04K ﹤0.01%
75
2254
$2.04K ﹤0.01%
+35
2255
$2.03K ﹤0.01%
21
+7
2256
$2.01K ﹤0.01%
164
+13
2257
$2.01K ﹤0.01%
+579
2258
$2K ﹤0.01%
63
-253
2259
$2K ﹤0.01%
+87
2260
$2K ﹤0.01%
32
+27
2261
$2K ﹤0.01%
141
+26
2262
$2K ﹤0.01%
73
2263
$2K ﹤0.01%
343
2264
$1.99K ﹤0.01%
32
2265
$1.98K ﹤0.01%
31
2266
$1.97K ﹤0.01%
+103
2267
$1.97K ﹤0.01%
+214
2268
$1.97K ﹤0.01%
136
-401
2269
$1.96K ﹤0.01%
115
-264
2270
$1.95K ﹤0.01%
110
2271
$1.95K ﹤0.01%
69
2272
$1.94K ﹤0.01%
+230
2273
$1.94K ﹤0.01%
70
2274
$1.93K ﹤0.01%
64
2275
$1.93K ﹤0.01%
191
-835
89 90
91
92 93