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
2276
$1.29K ﹤0.01%
69
+18
2277
$1.29K ﹤0.01%
+269
2278
$1.28K ﹤0.01%
189
2279
$1.27K ﹤0.01%
35
2280
$1.27K ﹤0.01%
20
-16
2281
$1.25K ﹤0.01%
46
2282
$1.25K ﹤0.01%
44
-592
2283
$1.25K ﹤0.01%
+150
2284
$1.25K ﹤0.01%
+30
2285
$1.25K ﹤0.01%
14
2286
$1.25K ﹤0.01%
100
-50
2287
$1.25K ﹤0.01%
515
2288
$1.25K ﹤0.01%
83
+70
2289
$1.25K ﹤0.01%
20
2290
$1.24K ﹤0.01%
14
-4
2291
$1.24K ﹤0.01%
54
-613
2292
$1.23K ﹤0.01%
17
-11
2293
$1.23K ﹤0.01%
74
-55
2294
$1.23K ﹤0.01%
26
+8
2295
$1.22K ﹤0.01%
68
2296
$1.22K ﹤0.01%
136
+33
2297
$1.22K ﹤0.01%
111
+16
2298
$1.22K ﹤0.01%
77
-19
2299
$1.22K ﹤0.01%
26
+5
2300
$1.21K ﹤0.01%
38
-5
90 91
92
93 94