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
2251
$2.69K ﹤0.01%
72
+15
2252
$2.68K ﹤0.01%
+81
2253
$2.68K ﹤0.01%
+240
2254
$2.68K ﹤0.01%
9
2255
$2.67K ﹤0.01%
173
+48
2256
$2.65K ﹤0.01%
2,285
2257
$2.64K ﹤0.01%
92
-234
2258
$2.63K ﹤0.01%
+102
2259
$2.61K ﹤0.01%
62
+61
2260
$2.58K ﹤0.01%
67
+12
2261
$2.58K ﹤0.01%
52
+9
2262
$2.57K ﹤0.01%
55
+17
2263
$2.56K ﹤0.01%
67
2264
$2.56K ﹤0.01%
29
2265
$2.56K ﹤0.01%
390
+78
2266
$2.55K ﹤0.01%
40
+18
2267
$2.55K ﹤0.01%
43
+42
2268
$2.55K ﹤0.01%
614
-372
2269
$2.55K ﹤0.01%
237
+83
2270
$2.54K ﹤0.01%
529
+464
2271
$2.54K ﹤0.01%
7
2272
$2.53K ﹤0.01%
+496
2273
$2.53K ﹤0.01%
118
+22
2274
$2.52K ﹤0.01%
505
+94
2275
$2.52K ﹤0.01%
53
+34
89 90
91
92 93