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
276
$316K 0.03%
1,532
-152
277
$311K 0.03%
1,705
278
$311K 0.03%
1,102
+235
279
$311K 0.03%
6,853
+341
280
$309K 0.03%
2,493
+64
281
$308K 0.03%
4,095
+135
282
$307K 0.03%
7,341
+8
283
$306K 0.03%
3,276
+36
284
$306K 0.03%
2,392
-506
285
$305K 0.03%
6,822
+240
286
$304K 0.03%
4,422
-185
287
$301K 0.03%
104,840
+11,372
288
$299K 0.03%
728
+57
289
$296K 0.03%
853
+29
290
$293K 0.03%
8,880
+141
291
$290K 0.03%
1,698
+271
292
$288K 0.03%
18,944
+935
293
$286K 0.03%
5,686
+132
294
$284K 0.03%
3,964
-1,177
295
$284K 0.03%
19,365
+1,770
296
$282K 0.03%
7,072
297
$281K 0.03%
4,889
298
$278K 0.03%
5,330
+501
299
$277K 0.03%
2,859
+163
300
$275K 0.03%
5,020
+1,030
10 11
12
13 14