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
$894M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$961K
4
OKE icon
Oneok
OKE
+$852K
5
KMI icon
Kinder Morgan
KMI
+$756K

Top Sells

1
+$7.45M
2
+$1.86M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$1.47M
5
NVCR icon
NovoCure
NVCR
+$1.24M

Sector Composition

1 Financials 16.87%
2 Technology 14.74%
3 Healthcare 5.91%
4 Consumer Discretionary 3.51%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$698 ﹤0.01%
92
2452
$695 ﹤0.01%
143
+117
2453
$689 ﹤0.01%
20
+13
2454
$684 ﹤0.01%
10
2455
$678 ﹤0.01%
+18
2456
$672 ﹤0.01%
10
2457
$671 ﹤0.01%
28
2458
$665 ﹤0.01%
31
-1
2459
$665 ﹤0.01%
17
+2
2460
$663 ﹤0.01%
93
2461
$662 ﹤0.01%
2
-3
2462
$659 ﹤0.01%
12
2463
$656 ﹤0.01%
+17
2464
$650 ﹤0.01%
51
+23
2465
$650 ﹤0.01%
29
+11
2466
$649 ﹤0.01%
+134
2467
$646 ﹤0.01%
4
+1
2468
$645 ﹤0.01%
80
-167
2469
$644 ﹤0.01%
+17
2470
$642 ﹤0.01%
+117
2471
$641 ﹤0.01%
12
2472
$640 ﹤0.01%
30
-14
2473
$639 ﹤0.01%
11
2474
$637 ﹤0.01%
+7
2475
$637 ﹤0.01%
+76
97 98
99
100 101