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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1.93K ﹤0.01%
55
2352
$1.93K ﹤0.01%
13
2353
$1.92K ﹤0.01%
18
2354
$1.91K ﹤0.01%
102
2355
$1.91K ﹤0.01%
+21
2356
$1.89K ﹤0.01%
227
-69
2357
$1.89K ﹤0.01%
191
2358
$1.88K ﹤0.01%
+34
2359
$1.87K ﹤0.01%
42
+10
2360
$1.85K ﹤0.01%
125
2361
$1.84K ﹤0.01%
+77
2362
$1.84K ﹤0.01%
144
+30
2363
$1.84K ﹤0.01%
117
+97
2364
$1.83K ﹤0.01%
62
2365
$1.83K ﹤0.01%
+204
2366
$1.82K ﹤0.01%
+33
2367
$1.81K ﹤0.01%
193
+141
2368
$1.79K ﹤0.01%
100
+63
2369
$1.78K ﹤0.01%
15
2370
$1.78K ﹤0.01%
+142
2371
$1.78K ﹤0.01%
+58
2372
$1.77K ﹤0.01%
66
+17
2373
$1.77K ﹤0.01%
152
-267
2374
$1.76K ﹤0.01%
537
-252
2375
$1.76K ﹤0.01%
34
+3
93 94
95
96 97