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
2326
$1.65K ﹤0.01%
29
-8
2327
$1.65K ﹤0.01%
23
-13
2328
$1.65K ﹤0.01%
+161
2329
$1.64K ﹤0.01%
187
+160
2330
$1.64K ﹤0.01%
+502
2331
$1.63K ﹤0.01%
+102
2332
$1.63K ﹤0.01%
14
2333
$1.6K ﹤0.01%
+55
2334
$1.6K ﹤0.01%
44
+28
2335
$1.6K ﹤0.01%
+44
2336
$1.59K ﹤0.01%
132
2337
$1.59K ﹤0.01%
23
-16
2338
$1.59K ﹤0.01%
+146
2339
$1.58K ﹤0.01%
68
2340
$1.58K ﹤0.01%
+123
2341
$1.57K ﹤0.01%
+37
2342
$1.57K ﹤0.01%
169
+139
2343
$1.57K ﹤0.01%
+361
2344
$1.57K ﹤0.01%
+44
2345
$1.56K ﹤0.01%
+87
2346
$1.56K ﹤0.01%
96
+58
2347
$1.56K ﹤0.01%
+240
2348
$1.55K ﹤0.01%
8
+2
2349
$1.55K ﹤0.01%
+201
2350
$1.55K ﹤0.01%
23
92 93
94
95 96