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
2576
$263 ﹤0.01%
+2
2577
$261 ﹤0.01%
5
-3
2578
$261 ﹤0.01%
+11
2579
$251 ﹤0.01%
+21
2580
$250 ﹤0.01%
37
2581
$241 ﹤0.01%
+4
2582
$237 ﹤0.01%
+3
2583
$235 ﹤0.01%
1
2584
$234 ﹤0.01%
20
2585
$233 ﹤0.01%
2
2586
$231 ﹤0.01%
12
2587
$228 ﹤0.01%
+46
2588
$224 ﹤0.01%
+70
2589
$223 ﹤0.01%
+6
2590
$223 ﹤0.01%
+25
2591
$216 ﹤0.01%
8
2592
$211 ﹤0.01%
84
2593
$200 ﹤0.01%
15
2594
$200 ﹤0.01%
15
2595
$194 ﹤0.01%
45
-316
2596
$193 ﹤0.01%
49
-273
2597
$188 ﹤0.01%
25
2598
$180 ﹤0.01%
+100
2599
$179 ﹤0.01%
100
2600
$178 ﹤0.01%
10
102 103
104
105 106