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
2376
$923 ﹤0.01%
27
2377
$920 ﹤0.01%
53
-480
2378
$918 ﹤0.01%
+84
2379
$910 ﹤0.01%
48
2380
$899 ﹤0.01%
25
2381
$898 ﹤0.01%
19
+13
2382
$895 ﹤0.01%
22
-92
2383
$894 ﹤0.01%
39
-211
2384
$889 ﹤0.01%
15
2385
$887 ﹤0.01%
+32
2386
$885 ﹤0.01%
99
+62
2387
$879 ﹤0.01%
49
-52
2388
$876 ﹤0.01%
12
-9
2389
$874 ﹤0.01%
7
+4
2390
$873 ﹤0.01%
+6
2391
$873 ﹤0.01%
22
2392
$873 ﹤0.01%
71
2393
$869 ﹤0.01%
13
2394
$866 ﹤0.01%
43
-59
2395
$864 ﹤0.01%
+27
2396
$858 ﹤0.01%
70
+13
2397
$855 ﹤0.01%
21
2398
$854 ﹤0.01%
96
-297
2399
$849 ﹤0.01%
40
-29
2400
$849 ﹤0.01%
11
94 95
96
97 98