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
2451
$1.27K ﹤0.01%
284
+110
2452
$1.27K ﹤0.01%
69
2453
$1.26K ﹤0.01%
91
+18
2454
$1.25K ﹤0.01%
160
+65
2455
$1.24K ﹤0.01%
19
+15
2456
$1.22K ﹤0.01%
92
2457
$1.21K ﹤0.01%
50
2458
$1.21K ﹤0.01%
+72
2459
$1.2K ﹤0.01%
27
2460
$1.2K ﹤0.01%
189
2461
$1.2K ﹤0.01%
11
2462
$1.2K ﹤0.01%
28
2463
$1.2K ﹤0.01%
17
2464
$1.18K ﹤0.01%
+259
2465
$1.18K ﹤0.01%
26
2466
$1.18K ﹤0.01%
109
2467
$1.17K ﹤0.01%
55
2468
$1.16K ﹤0.01%
58
+1
2469
$1.15K ﹤0.01%
78
2470
$1.15K ﹤0.01%
20
+7
2471
$1.13K ﹤0.01%
+916
2472
$1.11K ﹤0.01%
361
-275
2473
$1.09K ﹤0.01%
6
+3
2474
$1.09K ﹤0.01%
22
2475
$1.07K ﹤0.01%
48
97 98
99
100 101