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
2301
$1.21K ﹤0.01%
20
2302
$1.2K ﹤0.01%
115
+76
2303
$1.19K ﹤0.01%
+90
2304
$1.19K ﹤0.01%
37
-5
2305
$1.18K ﹤0.01%
+34
2306
$1.17K ﹤0.01%
150
2307
$1.17K ﹤0.01%
+15
2308
$1.17K ﹤0.01%
5
+1
2309
$1.17K ﹤0.01%
132
2310
$1.17K ﹤0.01%
46
+26
2311
$1.16K ﹤0.01%
8
+3
2312
$1.16K ﹤0.01%
+67
2313
$1.15K ﹤0.01%
40
-35
2314
$1.15K ﹤0.01%
57
+40
2315
$1.15K ﹤0.01%
48
2316
$1.14K ﹤0.01%
36
2317
$1.14K ﹤0.01%
+741
2318
$1.14K ﹤0.01%
68
-524
2319
$1.13K ﹤0.01%
194
2320
$1.13K ﹤0.01%
83
+36
2321
$1.13K ﹤0.01%
17
+3
2322
$1.13K ﹤0.01%
65
-321
2323
$1.13K ﹤0.01%
26
2324
$1.12K ﹤0.01%
55
-302
2325
$1.12K ﹤0.01%
134
91 92
93
94 95