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
2326
$1.12K ﹤0.01%
6
+2
2327
$1.12K ﹤0.01%
28
-134
2328
$1.12K ﹤0.01%
+38
2329
$1.11K ﹤0.01%
20
+11
2330
$1.11K ﹤0.01%
48
+30
2331
$1.11K ﹤0.01%
14
2332
$1.1K ﹤0.01%
+13
2333
$1.09K ﹤0.01%
69
2334
$1.08K ﹤0.01%
138
-2
2335
$1.07K ﹤0.01%
16
-41
2336
$1.07K ﹤0.01%
22
-29
2337
$1.07K ﹤0.01%
+488
2338
$1.07K ﹤0.01%
13
-11
2339
$1.06K ﹤0.01%
22
2340
$1.06K ﹤0.01%
54
-123
2341
$1.06K ﹤0.01%
33
2342
$1.06K ﹤0.01%
14
+3
2343
$1.06K ﹤0.01%
111
-66
2344
$1.06K ﹤0.01%
4
-1
2345
$1.04K ﹤0.01%
20
+3
2346
$1.04K ﹤0.01%
+100
2347
$1.04K ﹤0.01%
+48
2348
$1.03K ﹤0.01%
196
2349
$1.03K ﹤0.01%
43
2350
$1.03K ﹤0.01%
110
92 93
94
95 96