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
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

Sector Composition

1 Technology 15.66%
2 Financials 13.81%
3 Healthcare 6.79%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$472K 0.04%
1,130
+170
227
$469K 0.04%
1,311
+42
228
$457K 0.04%
4,383
+30
229
$456K 0.04%
4,495
+34
230
$454K 0.04%
3,275
-148
231
$454K 0.04%
7,103
-1,758
232
$451K 0.04%
3,827
-691
233
$438K 0.04%
1,512
-636
234
$426K 0.04%
2,480
+36
235
$411K 0.04%
2,106
+86
236
$404K 0.04%
3,103
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237
$403K 0.04%
5,439
-510
238
$402K 0.04%
487
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239
$400K 0.04%
763
-155
240
$398K 0.04%
19,584
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241
$397K 0.04%
8,448
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242
$397K 0.04%
5,793
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243
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5,146
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244
$394K 0.04%
4,570
+15
245
$380K 0.04%
12,381
+204
246
$377K 0.04%
958
+12
247
$375K 0.04%
3,928
+98
248
$375K 0.04%
119
-18
249
$374K 0.04%
1,080
+206
250
$366K 0.03%
1,914
+17
8 9
10
11 12