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
2476
$702 ﹤0.01%
47
-463
2477
$697 ﹤0.01%
2
2478
$696 ﹤0.01%
+44
2479
$696 ﹤0.01%
13
2480
$693 ﹤0.01%
18
2481
$691 ﹤0.01%
31
2482
$690 ﹤0.01%
29
-13
2483
$687 ﹤0.01%
25
2484
$680 ﹤0.01%
51
-99
2485
$675 ﹤0.01%
95
+35
2486
$673 ﹤0.01%
53
-156
2487
$668 ﹤0.01%
123
2488
$658 ﹤0.01%
21
2489
$653 ﹤0.01%
18
-20
2490
$650 ﹤0.01%
10
2491
$647 ﹤0.01%
30
2492
$647 ﹤0.01%
11
2493
$645 ﹤0.01%
100
2494
$632 ﹤0.01%
+139
2495
$630 ﹤0.01%
28
2496
$629 ﹤0.01%
56
-67
2497
$628 ﹤0.01%
8
2498
$625 ﹤0.01%
10
2499
$624 ﹤0.01%
38
-144
2500
$623 ﹤0.01%
13
-6
98 99
100
101 102