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
351
$210K 0.02%
2,871
-398
352
$210K 0.02%
1,589
+19
353
$208K 0.02%
1,125
+125
354
$208K 0.02%
2,458
+164
355
$206K 0.02%
15,476
+3,585
356
$204K 0.02%
17,368
+1,176
357
$203K 0.02%
1,121
+544
358
$203K 0.02%
14,412
-30,501
359
$200K 0.02%
2,073
-302
360
$199K 0.02%
765
+28
361
$198K 0.02%
4,638
+52
362
$198K 0.02%
2,178
+37
363
$196K 0.02%
4,037
-169
364
$196K 0.02%
3,584
+23
365
$193K 0.02%
878
+24
366
$191K 0.02%
2,205
367
$191K 0.02%
5,889
+354
368
$191K 0.02%
762
+19
369
$190K 0.02%
1,214
+31
370
$190K 0.02%
3,290
+316
371
$188K 0.02%
948
+31
372
$187K 0.02%
510
-32
373
$187K 0.02%
1,852
+87
374
$186K 0.02%
11,202
-221
375
$186K 0.02%
940
+89
13 14
15
16 17