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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1.5K ﹤0.01%
43
2352
$1.49K ﹤0.01%
21
+18
2353
$1.49K ﹤0.01%
28
+17
2354
$1.49K ﹤0.01%
20
2355
$1.49K ﹤0.01%
33
+12
2356
$1.48K ﹤0.01%
+76
2357
$1.48K ﹤0.01%
132
+99
2358
$1.48K ﹤0.01%
8
+5
2359
$1.48K ﹤0.01%
+34
2360
$1.48K ﹤0.01%
307
+18
2361
$1.47K ﹤0.01%
297
+239
2362
$1.47K ﹤0.01%
+4
2363
$1.47K ﹤0.01%
588
+519
2364
$1.47K ﹤0.01%
38
-140
2365
$1.47K ﹤0.01%
92
-304
2366
$1.47K ﹤0.01%
37
-113
2367
$1.46K ﹤0.01%
126
2368
$1.45K ﹤0.01%
235
-208
2369
$1.44K ﹤0.01%
439
-2,783
2370
$1.44K ﹤0.01%
161
+25
2371
$1.43K ﹤0.01%
13
+6
2372
$1.43K ﹤0.01%
225
-22
2373
$1.43K ﹤0.01%
156
+153
2374
$1.42K ﹤0.01%
10
+5
2375
$1.4K ﹤0.01%
+8
93 94
95
96 97