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
2276
$2.52K ﹤0.01%
62
+44
2277
$2.51K ﹤0.01%
68
+4
2278
$2.49K ﹤0.01%
75
2279
$2.49K ﹤0.01%
268
-368
2280
$2.49K ﹤0.01%
56
+46
2281
$2.49K ﹤0.01%
841
+345
2282
$2.49K ﹤0.01%
33
+1
2283
$2.48K ﹤0.01%
179
-13
2284
$2.46K ﹤0.01%
208
2285
$2.43K ﹤0.01%
+520
2286
$2.42K ﹤0.01%
121
+28
2287
$2.41K ﹤0.01%
92
+26
2288
$2.41K ﹤0.01%
25
-1
2289
$2.4K ﹤0.01%
38
2290
$2.39K ﹤0.01%
29
+10
2291
$2.37K ﹤0.01%
72
+50
2292
$2.36K ﹤0.01%
122
+44
2293
$2.36K ﹤0.01%
144
-157
2294
$2.35K ﹤0.01%
44
+20
2295
$2.34K ﹤0.01%
281
+256
2296
$2.34K ﹤0.01%
343
2297
$2.34K ﹤0.01%
50
2298
$2.34K ﹤0.01%
94
2299
$2.34K ﹤0.01%
25
-33
2300
$2.33K ﹤0.01%
86
+52
90 91
92
93 94