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
2351
$1.55K ﹤0.01%
25
+5
2352
$1.55K ﹤0.01%
23
-27
2353
$1.54K ﹤0.01%
43
+32
2354
$1.54K ﹤0.01%
37
-3
2355
$1.54K ﹤0.01%
+62
2356
$1.54K ﹤0.01%
104
2357
$1.53K ﹤0.01%
14
2358
$1.53K ﹤0.01%
+53
2359
$1.52K ﹤0.01%
8
-142
2360
$1.52K ﹤0.01%
42
2361
$1.51K ﹤0.01%
19
-3
2362
$1.51K ﹤0.01%
78
+70
2363
$1.51K ﹤0.01%
70
-150
2364
$1.5K ﹤0.01%
412
2365
$1.5K ﹤0.01%
13
-5
2366
$1.47K ﹤0.01%
38
-17
2367
$1.46K ﹤0.01%
65
-9
2368
$1.45K ﹤0.01%
119
-103
2369
$1.45K ﹤0.01%
+227
2370
$1.45K ﹤0.01%
+97
2371
$1.45K ﹤0.01%
+32
2372
$1.44K ﹤0.01%
39
-10
2373
$1.43K ﹤0.01%
113
-485
2374
$1.43K ﹤0.01%
227
2375
$1.43K ﹤0.01%
+42
93 94
95
96 97