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
2626
$41 ﹤0.01%
1
2627
$39 ﹤0.01%
1
2628
$38 ﹤0.01%
40
2629
$36 ﹤0.01%
1
2630
$35 ﹤0.01%
1
2631
$32 ﹤0.01%
1
2632
$32 ﹤0.01%
1,559
+482
2633
$29 ﹤0.01%
6
2634
$27 ﹤0.01%
3
2635
$21 ﹤0.01%
1
2636
$20 ﹤0.01%
2
2637
$19 ﹤0.01%
1
-97
2638
$17 ﹤0.01%
1
2639
$15 ﹤0.01%
1
2640
$15 ﹤0.01%
4
2641
– –
0
2642
$8 ﹤0.01%
1
2643
$8 ﹤0.01%
450
2644
$5 ﹤0.01%
1
-19
2645
– –
0
2646
– –
-30
2647
– –
-104
2648
– –
-87
2649
– –
-700
2650
– –
-164
104 105
106
107 108