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
2401
$1.3K ﹤0.01%
134
2402
$1.29K ﹤0.01%
20
2403
$1.29K ﹤0.01%
26
-17
2404
$1.29K ﹤0.01%
+98
2405
$1.28K ﹤0.01%
13
+6
2406
$1.28K ﹤0.01%
6
-51
2407
$1.28K ﹤0.01%
+151
2408
$1.28K ﹤0.01%
38
-19
2409
$1.27K ﹤0.01%
+23
2410
$1.27K ﹤0.01%
+55
2411
$1.27K ﹤0.01%
170
-146
2412
$1.27K ﹤0.01%
47
-50
2413
$1.25K ﹤0.01%
28
2414
$1.25K ﹤0.01%
+85
2415
$1.25K ﹤0.01%
140
2416
$1.24K ﹤0.01%
225
+49
2417
$1.24K ﹤0.01%
92
-16
2418
$1.24K ﹤0.01%
+23
2419
$1.24K ﹤0.01%
10
-28
2420
$1.23K ﹤0.01%
+199
2421
$1.23K ﹤0.01%
29
-73
2422
$1.22K ﹤0.01%
44
+4
2423
$1.22K ﹤0.01%
+63
2424
$1.21K ﹤0.01%
56
-342
2425
$1.19K ﹤0.01%
48
95 96
97
98 99