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LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.49M
3
+$3.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M

Top Sells

1
+$1.03M
2
+$772K
3
+$728K
4
KMI icon
Kinder Morgan
KMI
+$708K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$594K

Sector Composition

1 Financials 19.66%
2 Technology 11.68%
3 Healthcare 5.39%
4 Consumer Discretionary 4.17%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$1K ﹤0.01%
364
2527
$1K ﹤0.01%
+305
2528
$1K ﹤0.01%
4
-2
2529
$1K ﹤0.01%
19
-38
2530
$1K ﹤0.01%
47
-7
2531
$1K ﹤0.01%
+72
2532
$1K ﹤0.01%
+1
2533
$1K ﹤0.01%
+10
2534
$1K ﹤0.01%
25
+13
2535
$1K ﹤0.01%
541
2536
$1K ﹤0.01%
141
+41
2537
$1K ﹤0.01%
53
-49
2538
$1K ﹤0.01%
3
-2
2539
$1K ﹤0.01%
80
-66
2540
$1K ﹤0.01%
+51
2541
$1K ﹤0.01%
579
+219
2542
$1K ﹤0.01%
+100
2543
$1K ﹤0.01%
123
-24
2544
$1K ﹤0.01%
47
2545
$1K ﹤0.01%
28
2546
$1K ﹤0.01%
+8
2547
$1K ﹤0.01%
18
2548
$1K ﹤0.01%
39
+20
2549
$1K ﹤0.01%
36
-91
2550
$1K ﹤0.01%
43
-226
100 101
102
103 104