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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
2551
$1K ﹤0.01%
32
+19
2552
$1K ﹤0.01%
+113
2553
$1K ﹤0.01%
34
-5
2554
$1K ﹤0.01%
35
2555
$1K ﹤0.01%
161
2556
$1K ﹤0.01%
+8
2557
$1K ﹤0.01%
+15
2558
$1K ﹤0.01%
+130
2559
$1K ﹤0.01%
+7
2560
$1K ﹤0.01%
+218
2561
$1K ﹤0.01%
+14
2562
$1K ﹤0.01%
+5
2563
$1K ﹤0.01%
36
+28
2564
$1K ﹤0.01%
+20
2565
$1K ﹤0.01%
310
+250
2566
$1K ﹤0.01%
45
+16
2567
$1K ﹤0.01%
633
-2,267
2568
$1K ﹤0.01%
60
+2
2569
$1K ﹤0.01%
42
+33
2570
$1K ﹤0.01%
+20
2571
$1K ﹤0.01%
29
+21
2572
$1K ﹤0.01%
+14
2573
$1K ﹤0.01%
12
-17
2574
$1K ﹤0.01%
30
-57
2575
$1K ﹤0.01%
13
101 102
103
104 105