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
2376
$1.43K ﹤0.01%
+43
2377
$1.43K ﹤0.01%
46
2378
$1.42K ﹤0.01%
+67
2379
$1.42K ﹤0.01%
49
+35
2380
$1.42K ﹤0.01%
20
+10
2381
$1.42K ﹤0.01%
196
2382
$1.41K ﹤0.01%
+125
2383
$1.4K ﹤0.01%
19
+7
2384
$1.4K ﹤0.01%
75
-150
2385
$1.39K ﹤0.01%
80
-7
2386
$1.39K ﹤0.01%
19
-1
2387
$1.38K ﹤0.01%
98
2388
$1.38K ﹤0.01%
+68
2389
$1.38K ﹤0.01%
527
-255
2390
$1.36K ﹤0.01%
30
-17
2391
$1.36K ﹤0.01%
69
2392
$1.35K ﹤0.01%
+71
2393
$1.34K ﹤0.01%
22
2394
$1.34K ﹤0.01%
11
2395
$1.34K ﹤0.01%
78
+29
2396
$1.32K ﹤0.01%
26
+12
2397
$1.31K ﹤0.01%
35
2398
$1.31K ﹤0.01%
95
-5
2399
$1.3K ﹤0.01%
12
2400
$1.3K ﹤0.01%
14
94 95
96
97 98