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
2351
$1.03K ﹤0.01%
88
+51
2352
$1.03K ﹤0.01%
+74
2353
$1.02K ﹤0.01%
42
+17
2354
$1.02K ﹤0.01%
11
2355
$1.02K ﹤0.01%
163
+115
2356
$1.02K ﹤0.01%
227
+112
2357
$1.01K ﹤0.01%
+44
2358
$1.01K ﹤0.01%
98
2359
$1K ﹤0.01%
94
-1,025
2360
$993 ﹤0.01%
49
-23
2361
$990 ﹤0.01%
21
-1,162
2362
$986 ﹤0.01%
123
2363
$985 ﹤0.01%
120
+66
2364
$984 ﹤0.01%
292
-1,442
2365
$978 ﹤0.01%
+18
2366
$969 ﹤0.01%
16
2367
$964 ﹤0.01%
19
+13
2368
$963 ﹤0.01%
12
2369
$962 ﹤0.01%
+40
2370
$959 ﹤0.01%
390
-439
2371
$950 ﹤0.01%
107
2372
$944 ﹤0.01%
72
+48
2373
$940 ﹤0.01%
87
-101
2374
$934 ﹤0.01%
42
+26
2375
$932 ﹤0.01%
22
93 94
95
96 97