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
376
$186K 0.02%
715
+21
377
$185K 0.02%
3,067
-723
378
$184K 0.02%
973
-58
379
$184K 0.02%
1,180
+30
380
$182K 0.02%
2,066
+107
381
$182K 0.02%
1,487
+26
382
$182K 0.02%
2,078
-175
383
$181K 0.02%
1,182
+69
384
$180K 0.02%
2,569
-731
385
$179K 0.02%
145
+18
386
$175K 0.02%
4,941
+284
387
$175K 0.02%
1,018
+6
388
$173K 0.02%
4,261
389
$172K 0.02%
14,578
+4,801
390
$171K 0.02%
3,310
+1,565
391
$170K 0.02%
2,350
-517
392
$169K 0.02%
1,968
+49
393
$169K 0.02%
7,354
+452
394
$168K 0.02%
3,550
+268
395
$168K 0.02%
299
+17
396
$167K 0.02%
3,847
-34
397
$166K 0.02%
308
+5
398
$166K 0.02%
3,472
+233
399
$166K 0.02%
2,608
+70
400
$166K 0.02%
576
14 15
16
17 18