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
2451
$1.04K ﹤0.01%
430
+245
2452
$1.04K ﹤0.01%
183
+180
2453
$1.04K ﹤0.01%
+98
2454
$1.04K ﹤0.01%
160
2455
$1.03K ﹤0.01%
56
-46
2456
$1.03K ﹤0.01%
33
2457
$1.02K ﹤0.01%
56
2458
$1.02K ﹤0.01%
2
-2
2459
$1.02K ﹤0.01%
82
-872
2460
$1.01K ﹤0.01%
121
-463
2461
$1.01K ﹤0.01%
29
-12
2462
$1.01K ﹤0.01%
20
+10
2463
$1.01K ﹤0.01%
+1
2464
$1.01K ﹤0.01%
14
-102
2465
$1.01K ﹤0.01%
54
+24
2466
$1.01K ﹤0.01%
+65
2467
$997 ﹤0.01%
59
-64
2468
$995 ﹤0.01%
4
+2
2469
$995 ﹤0.01%
30
+21
2470
$994 ﹤0.01%
40
-94
2471
$983 ﹤0.01%
69
+40
2472
$980 ﹤0.01%
+29
2473
$972 ﹤0.01%
+67
2474
$971 ﹤0.01%
60
+36
2475
$957 ﹤0.01%
12
97 98
99
100 101