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
2426
$1.19K ﹤0.01%
10
+3
2427
$1.19K ﹤0.01%
44
2428
$1.19K ﹤0.01%
+19
2429
$1.19K ﹤0.01%
13
-18
2430
$1.18K ﹤0.01%
+82
2431
$1.18K ﹤0.01%
49
+19
2432
$1.18K ﹤0.01%
38
-29
2433
$1.18K ﹤0.01%
22
2434
$1.17K ﹤0.01%
33
-16
2435
$1.15K ﹤0.01%
33
2436
$1.15K ﹤0.01%
+69
2437
$1.14K ﹤0.01%
+306
2438
$1.14K ﹤0.01%
204
-91
2439
$1.12K ﹤0.01%
29
+12
2440
$1.12K ﹤0.01%
233
-1,312
2441
$1.12K ﹤0.01%
194
2442
$1.11K ﹤0.01%
15
+4
2443
$1.11K ﹤0.01%
11
2444
$1.1K ﹤0.01%
13
-15
2445
$1.09K ﹤0.01%
25
2446
$1.08K ﹤0.01%
42
-73
2447
$1.08K ﹤0.01%
48
2448
$1.08K ﹤0.01%
123
-151
2449
$1.08K ﹤0.01%
+26
2450
$1.08K ﹤0.01%
+19
96 97
98
99 100