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
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$1.46K ﹤0.01%
18
2427
$1.46K ﹤0.01%
197
-413
2428
$1.46K ﹤0.01%
87
-73
2429
$1.45K ﹤0.01%
109
+84
2430
$1.45K ﹤0.01%
32
+14
2431
$1.43K ﹤0.01%
19
2432
$1.43K ﹤0.01%
68
2433
$1.43K ﹤0.01%
68
2434
$1.42K ﹤0.01%
115
2435
$1.42K ﹤0.01%
28
2436
$1.41K ﹤0.01%
+426
2437
$1.4K ﹤0.01%
12
2438
$1.39K ﹤0.01%
11
2439
$1.38K ﹤0.01%
98
2440
$1.38K ﹤0.01%
+503
2441
$1.37K ﹤0.01%
+58
2442
$1.37K ﹤0.01%
20
2443
$1.37K ﹤0.01%
+616
2444
$1.36K ﹤0.01%
146
2445
$1.36K ﹤0.01%
3
2446
$1.35K ﹤0.01%
+69
2447
$1.33K ﹤0.01%
52
-132
2448
$1.33K ﹤0.01%
108
-249
2449
$1.31K ﹤0.01%
68
-5
2450
$1.28K ﹤0.01%
17
96 97
98
99 100