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
2276
$1.92K ﹤0.01%
124
2277
$1.91K ﹤0.01%
1,754
2278
$1.91K ﹤0.01%
544
-234
2279
$1.9K ﹤0.01%
94
2280
$1.89K ﹤0.01%
5
-16
2281
$1.89K ﹤0.01%
1,077
+478
2282
$1.88K ﹤0.01%
83
2283
$1.88K ﹤0.01%
139
+78
2284
$1.88K ﹤0.01%
141
+5
2285
$1.87K ﹤0.01%
29
2286
$1.84K ﹤0.01%
267
+155
2287
$1.84K ﹤0.01%
30
+15
2288
$1.82K ﹤0.01%
3
+2
2289
$1.82K ﹤0.01%
123
-11
2290
$1.82K ﹤0.01%
+148
2291
$1.81K ﹤0.01%
16
-6
2292
$1.81K ﹤0.01%
28
-8
2293
$1.81K ﹤0.01%
160
+130
2294
$1.81K ﹤0.01%
+52
2295
$1.79K ﹤0.01%
61
+32
2296
$1.79K ﹤0.01%
+35
2297
$1.78K ﹤0.01%
500
-72
2298
$1.78K ﹤0.01%
36
-113
2299
$1.78K ﹤0.01%
64
+34
2300
$1.78K ﹤0.01%
84
+10
90 91
92
93 94