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
301
$274K 0.03%
16,357
-74
302
$273K 0.03%
2,560
+58
303
$271K 0.03%
33,541
+96
304
$269K 0.03%
6,972
-93
305
$265K 0.02%
3,385
+208
306
$264K 0.02%
4,578
-456
307
$263K 0.02%
1,682
+33
308
$261K 0.02%
1,896
+52
309
$260K 0.02%
5,000
+281
310
$257K 0.02%
1,650
311
$256K 0.02%
799
+22
312
$255K 0.02%
3,806
-300
313
$253K 0.02%
4,434
+259
314
$249K 0.02%
7,728
315
$246K 0.02%
2,520
+46
316
$244K 0.02%
1,235
+22
317
$243K 0.02%
839
+51
318
$243K 0.02%
1,755
+172
319
$240K 0.02%
13,400
+284
320
$239K 0.02%
1,505
321
$237K 0.02%
4,116
-105
322
$237K 0.02%
1,305
-15
323
$236K 0.02%
954
+36
324
$234K 0.02%
13,075
+2,491
325
$234K 0.02%
5,999
+103
11 12
13
14 15