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
2451
$1.08K ﹤0.01%
17
-268
2452
$1.07K ﹤0.01%
+30
2453
$1.07K ﹤0.01%
103
-823
2454
$1.06K ﹤0.01%
13
+4
2455
$1.05K ﹤0.01%
21
2456
$1.03K ﹤0.01%
112
-15
2457
$1.03K ﹤0.01%
+32
2458
$1.02K ﹤0.01%
1,270
2459
$1.01K ﹤0.01%
26
2460
$1.01K ﹤0.01%
123
2461
$1.01K ﹤0.01%
76
2462
$1K ﹤0.01%
+20
2463
$1K ﹤0.01%
44
+30
2464
$999 ﹤0.01%
18
-1
2465
$993 ﹤0.01%
+52
2466
$993 ﹤0.01%
21
2467
$991 ﹤0.01%
141
-216
2468
$986 ﹤0.01%
120
2469
$976 ﹤0.01%
15
2470
$972 ﹤0.01%
37
-18
2471
$967 ﹤0.01%
42
-12
2472
$963 ﹤0.01%
104
-22
2473
$961 ﹤0.01%
73
-327
2474
$957 ﹤0.01%
11
2475
$944 ﹤0.01%
21
-254
97 98
99
100 101