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
2551
$353 ﹤0.01%
+9
2552
$352 ﹤0.01%
10
2553
$351 ﹤0.01%
28
2554
$350 ﹤0.01%
16
2555
$349 ﹤0.01%
+11
2556
$347 ﹤0.01%
20
+4
2557
$342 ﹤0.01%
+13
2558
$339 ﹤0.01%
28
2559
$337 ﹤0.01%
26
2560
$332 ﹤0.01%
54
2561
$331 ﹤0.01%
5
2562
$326 ﹤0.01%
28
-75
2563
$324 ﹤0.01%
+13
2564
$318 ﹤0.01%
58
2565
$313 ﹤0.01%
108
+1
2566
$300 ﹤0.01%
16
2567
$297 ﹤0.01%
7,826
2568
$289 ﹤0.01%
13
2569
$289 ﹤0.01%
19
2570
$284 ﹤0.01%
+9
2571
$279 ﹤0.01%
2
2572
$271 ﹤0.01%
+3
2573
$270 ﹤0.01%
129
2574
$269 ﹤0.01%
25
-611
2575
$267 ﹤0.01%
65
-160
101 102
103
104 105