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
$812M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,119
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.62M
3
+$6.99M
4
AXSM icon
Axsome Therapeutics
AXSM
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$784K
4
FLG
Flagstar Bank National Association
FLG
+$512K
5
BSX icon
Boston Scientific
BSX
+$461K

Sector Composition

1 Financials 17.72%
2 Technology 11.12%
3 Healthcare 9.24%
4 Industrials 3.53%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1.29K ﹤0.01%
25
-50
2402
$1.28K ﹤0.01%
97
-876
2403
$1.28K ﹤0.01%
156
2404
$1.28K ﹤0.01%
20
2405
$1.28K ﹤0.01%
103
2406
$1.27K ﹤0.01%
77
-10
2407
$1.27K ﹤0.01%
16
-109
2408
$1.26K ﹤0.01%
+296
2409
$1.25K ﹤0.01%
25
+15
2410
$1.24K ﹤0.01%
35
2411
$1.24K ﹤0.01%
41
-24
2412
$1.24K ﹤0.01%
42
-114
2413
$1.23K ﹤0.01%
17
+12
2414
$1.23K ﹤0.01%
33
-187
2415
$1.23K ﹤0.01%
133
-729
2416
$1.22K ﹤0.01%
14
+10
2417
$1.2K ﹤0.01%
94
-490
2418
$1.2K ﹤0.01%
128
-2
2419
$1.19K ﹤0.01%
103
-84
2420
$1.19K ﹤0.01%
36
2421
$1.18K ﹤0.01%
369
-584
2422
$1.18K ﹤0.01%
22
-147
2423
$1.18K ﹤0.01%
27
-129
2424
$1.18K ﹤0.01%
42
-102
2425
$1.17K ﹤0.01%
14
-65
95 96
97
98 99