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
251
$365K 0.03%
3,776
+52
252
$362K 0.03%
17,368
253
$357K 0.03%
1,332
+31
254
$355K 0.03%
20,695
-4,760
255
$355K 0.03%
2,196
-3
256
$353K 0.03%
1,657
+58
257
$352K 0.03%
2,368
+56
258
$347K 0.03%
8,817
+442
259
$347K 0.03%
4,420
+421
260
$342K 0.03%
6,700
261
$342K 0.03%
10,069
+545
262
$342K 0.03%
5,902
+91
263
$339K 0.03%
5,855
+434
264
$336K 0.03%
1,720
-30
265
$335K 0.03%
3,252
+20
266
$331K 0.03%
20,060
-1,041
267
$329K 0.03%
3,715
-442
268
$326K 0.03%
4,091
+50
269
$325K 0.03%
1,486
+540
270
$323K 0.03%
622
+27
271
$322K 0.03%
31,516
+2,391
272
$321K 0.03%
12,161
+57
273
$321K 0.03%
6,399
-762
274
$318K 0.03%
1,211
+110
275
$316K 0.03%
15,040
9 10
11
12 13