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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
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$4.75M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M

Top Sells

1
+$15.8M
2
+$3.72M
3
+$2.93M
4
AVGO icon
Broadcom
AVGO
+$2.69M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.89M

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
2651
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-36
2652
$0 ﹤0.01%
80
2653
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-445
2654
$0 ﹤0.01%
65
2655
– –
-1,495
2656
– –
-35
2657
– –
-50
2658
– –
-190
2659
– –
-10
2660
– –
-44
2661
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-1,007
2662
– –
-227
2663
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-30
2664
– –
-105
2665
– –
-87
2666
– –
-19
2667
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2668
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-538
2669
– –
-625
2670
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-26
2671
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-500
2672
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-19
2673
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-33
2674
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2675
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-12
105 106
107
108 109