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
2426
$1.17K ﹤0.01%
310
-471
2427
$1.16K ﹤0.01%
54
+45
2428
$1.16K ﹤0.01%
86
2429
$1.16K ﹤0.01%
5
-6
2430
$1.15K ﹤0.01%
+267
2431
$1.15K ﹤0.01%
343
-637
2432
$1.15K ﹤0.01%
11
-57
2433
$1.14K ﹤0.01%
+464
2434
$1.14K ﹤0.01%
25
2435
$1.14K ﹤0.01%
48
2436
$1.14K ﹤0.01%
63
-243
2437
$1.13K ﹤0.01%
+24
2438
$1.13K ﹤0.01%
33
-19
2439
$1.13K ﹤0.01%
141
2440
$1.12K ﹤0.01%
17
-8
2441
$1.12K ﹤0.01%
+27
2442
$1.12K ﹤0.01%
14
-20
2443
$1.11K ﹤0.01%
11
2444
$1.11K ﹤0.01%
11
2445
$1.11K ﹤0.01%
95
2446
$1.07K ﹤0.01%
+47
2447
$1.07K ﹤0.01%
26
2448
$1.07K ﹤0.01%
42
+25
2449
$1.07K ﹤0.01%
44
+35
2450
$1.06K ﹤0.01%
150
-338
96 97
98
99 100