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
2301
$1.77K ﹤0.01%
161
-140
2302
$1.77K ﹤0.01%
189
2303
$1.76K ﹤0.01%
55
2304
$1.76K ﹤0.01%
73
+47
2305
$1.76K ﹤0.01%
90
+41
2306
$1.75K ﹤0.01%
40
-4
2307
$1.75K ﹤0.01%
60
2308
$1.74K ﹤0.01%
13
+7
2309
$1.74K ﹤0.01%
+62
2310
$1.74K ﹤0.01%
125
-36
2311
$1.74K ﹤0.01%
16
-115
2312
$1.74K ﹤0.01%
47
2313
$1.73K ﹤0.01%
+26
2314
$1.72K ﹤0.01%
+72
2315
$1.71K ﹤0.01%
+457
2316
$1.71K ﹤0.01%
47
+22
2317
$1.71K ﹤0.01%
6
+1
2318
$1.71K ﹤0.01%
27
-18
2319
$1.7K ﹤0.01%
90
+61
2320
$1.69K ﹤0.01%
57
2321
$1.69K ﹤0.01%
539
-494
2322
$1.68K ﹤0.01%
62
2323
$1.67K ﹤0.01%
38
2324
$1.66K ﹤0.01%
66
+40
2325
$1.65K ﹤0.01%
38
-17
91 92
93
94 95