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
2526
$467 ﹤0.01%
11
2527
$451 ﹤0.01%
19
-3
2528
$444 ﹤0.01%
34
2529
$440 ﹤0.01%
37
-262
2530
$434 ﹤0.01%
350
2531
$433 ﹤0.01%
88
-35
2532
$432 ﹤0.01%
39
2533
$428 ﹤0.01%
3
2534
$409 ﹤0.01%
24
2535
$406 ﹤0.01%
155
+72
2536
$400 ﹤0.01%
+6
2537
$400 ﹤0.01%
30
-130
2538
$399 ﹤0.01%
1
2539
$399 ﹤0.01%
10
2540
$397 ﹤0.01%
6
2541
$397 ﹤0.01%
3
-7
2542
$394 ﹤0.01%
13
2543
$384 ﹤0.01%
52
-135
2544
$383 ﹤0.01%
32
2545
$382 ﹤0.01%
35
2546
$379 ﹤0.01%
50
-697
2547
$375 ﹤0.01%
26
-44
2548
$369 ﹤0.01%
20
2549
$359 ﹤0.01%
9
2550
$356 ﹤0.01%
+23
100 101
102
103 104